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Wealth Management

  • It all starts with personal financial planning. After reviewing your objectives, we customize our financial strategies to help you meet your goals. Through state-of-the-art software, our team can help you work toward living the life you’ve always desired. Whether it’s getting a head start on college savings, building a business succession plan, tackling tax preparation, or planning for retirement, we present strategies to help satisfy today’s needs while laying the foundation for tomorrow.

     

    Planning Services*

    • Personal Financial Planning to grow and protect your wealth.
    • College Planning to prepare for one of life’s most important investments.
    • Income Planning to build long-term solutions and protect your assets.
    • Retirement Planning to provide the future you’ve always envisioned.
    • Business Succession Planning to ensure the longevity of your company.

    Investment Management Services*

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

    Our in-house investment committee develops portfolios and monitors the investments and securities within the portfolios. They evaluate macro-economic and market conditions to determine if and when specific changes are needed in our investors’ portfolios and Tompkins’ investment philosophies. View our investment committee members.

    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.

     

    Tax Preparation Services*

    Your success isn’t an accident. It took years to get here, so your taxes need the appropriate attention as well. At Tompkins, we’ll help you work towards maximizing your income while minimizing future taxes.

    We recognize that changes in tax laws are fluid and we’ll help you navigate them whether they’re personal, family based or business oriented. If you want to simply talk tax strategy or are struggling with the IRS, our team will tailor their tax advice for your every need.

    Risk Management Services**

    Effective planning protects your wealth while growing it in the process. Guarding you, your loved ones, your home and your business against unplanned events is fundamental to wealth planning. It requires a comprehensive plan that evaluates all risk factors. Tompkins Risk Solutions offers life, disability and long-term cre insurance for individual, family, corporate and executive benefit planning.

    Fast Facts:
    95
    %

    Client retention rate
    year after year

    Meet Tompkins

    At Tompkins Financial Advisors, we stay proactive during all economic cycles. If there’s anything we can do for you, don’t hesitate to call.

     

     

    * Services provided through Tompkins Trust Company. Investments and insurance products are not insured by the FDIC, not deposits of, obligations of, or guaranteed by the bank or its affiliates, and are subject to investment risk including possible loss of principal.

    Please consult with your tax advisor on any tax-related matters.

    + 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.

    **Services are provided through our corporate affiliate, Tompkins Risk Solutions.