Clients approaching Syracuse Wealth Management benefit not just from a personalized experience, but from the collective knowledge of a team of advisors from various financial backgrounds. Comprising certified financial planners, public accountants, and fiduciary advisors, its professionals come together to provide a holistic approach to wealth management.

This approach provides clients with more than saving and investment options. Each advisor plays a role in crafting comprehensive strategies that address immediate requirements and future needs. This is particularly evident in the retirement plans Syracuse Wealth Management designs, taking into consideration unforeseen events, like hospitalization, death or divorce.

"Our philosophy is to create a plan that works in every scenario, even if the client’s journey is unexpectedly cut short," says Gary D. Lucas, CCFS, CPFA, senior wealth advisor and partner.

The team’s members’ experience is the bedrock of its forecasting ability. During their professional journeys, they navigated numerous economic downturns, gaining valuable insights into the practical aspects of wealth management. This knowledge helps them address the client’s financial challenges, fostering greater confidence in the company.

Individuals seeking retirement planning services from Syracuse Wealth often require assistance in various aspects like optimizing tax returns, maximizing tax rate breaks and diversifying investment portfolios. Understanding this, advisors meet every client and scrutinize their financial information to identify goals and create a tailored plan.

“Clients come to us seeking education and clarity. At first, they may not have exact plans for financial management, but through our support, they gain a comprehensive understanding and confidence,” says Brenda Monk, CPFA, senior financial advisor and partner.

Maintaining transparency is central to Syracuse Wealth Management’s operational model. The company explains every step of the financial planning process and focuses on educating customers about the importance of the plan.

This allows them to attain in-depth knowledge of the intricacies of the devised strategies. The collected data, including wills, insurance and health care proxies, are properly documented and issued to the next of kin when necessary. For example, it guides the handling of the estate plan for a spouse in the event of a client’s death.

It constantly monitors progress and schedules meetings as required, making clients feel comfortable and engaged in the planning process.

Syracuse Wealth’s commitment is evident in the story of Rob and Lisa, who approached the firm over two decades ago for their financial needs. From setting up college savings for their children to receiving professional business tax advice and preparation, it has been a vital part of their wealth management journey.

Our philosophy is to create a plan that works in every scenario, even if the client’s journey is unexpectedly cut short


Meticulous attention and tailored strategies earned the family’s trust, resulting in the extension of services to retirement income planning. The couple now enjoys a comprehensive retirement plan strategy while their children thrive in college, thanks to the company's professional guidance in pursuing financial goals and fostering confidence in future financial management.

Customer welfare takes precedence over profit at Syracuse Wealth, distinguishing it from the competition. Its growing customer base is primarily a result of referrals from satisfied clients. Aiming to cement its position in the market, the company is always looking for emerging financial advisors who can further strengthen its team.

Syracuse Wealth Management’s unwavering commitment to tailoring wealth management plans symbolizes a new era in the financial management industry. It leaves no stone unturned in fulfilling client’s aspirations to attain long-term financial security.