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Investment Services

  • As part of Tompkins Financial Corporation, one of the top-performing community banks in the nation, we appreciate the value of wealth management. Just as hard work was key to your success, a wealth management plan is essential to your sustainability. Our veteran team of advisors is dedicated to protecting what you worked hard to amass. They will deploy sound strategies to work toward minimizing risk and developing your long-term financial horizon.

     

    Our boutique of services includes asset management, brokerage services, retirement planning, and risk management.

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    Our advisory compensation structure means unbiased advice for you

    Advisory Services

    With our team-based approach, you’re never limited to just one wealth advisor’s opinion. We work as a team, so you can be confident that our investment strategies are rigorously tested, challenged and designed by a large network of advisors.

    Brokerage Services

    Don’t go it alone. With our brokerage services, you’ll gain confidence in your investments. By helping you make the most efficient trades, our advisors will guide you through your investment strategy so you can focus on what matters most.

    Retirement Planning

    You can have the best of both worlds. At Tompkins Wealth Advisors, we’ll help you prepare for tomorrow while you enjoy the fruits of your labor today. No matter where you are in life, we’ll help you plan for the future you deserve.

    Meet Tompkins Wealth Advisors

    We’re here to identify your goals and work toward bringing them to fruition. Our experienced advisors are collaborative and driven to help you pursue the success you deserve.

     

    Give us a call. We’d love to hear from you.

     

    This website is for informational purposes only and not an offer to buy or sell securities. Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. The investment products sold through LPL Financial are not insured Tompkins Trust Company deposits and are not FDIC insured. These products are not obligations of Tompkins Trust Company and are not endorsed, recommended or guaranteed by Tompkins Trust Company or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible. Tompkins Wealth Advisors, Tompkins Financial Advisors, and Tompkins Trust Company are not registered broker/dealers and are not affiliated with LPL Financial.

    The services offered within this investment site are available exclusively through our U.S. registered representatives and are available for U.S. residents only. LPL Financial U.S. registered representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.