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Wealth Management
ABOUT TOMPKINS WEALTH ADVISORS
Tompkins Wealth Advisors is a full-service wealth management firm, offering thoughtful and balanced financial guidance for every client we serve.
We offer our securities and advisory services through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC).
We understand that each of our clients have a unique set of financial needs and objectives. In order to best serve the interests of our clients, we provide a diverse selection of investment portfolios that can be used individually, or combined strategically, to accomplish our clients’ financial goals. Rather than being restricted by a singular investment strategy, we prefer to allow the client’s specific situation to dictate the type of investment portfolio utilized. A diverse set of client goals necessitates a robust set of investment solutions. To that effect, our portfolio offerings are designed to provide a wide spectrum of approaches. This affords us the ability to provide both active and passively managed investment strategies.
Through our partnership with LPL Financial, we’ll help you make the most efficient trades, our advisors will guide you through your investment strategy so you can focus on what matters most.
Check the background of your financial professional on FINRA's BrokerCheck.Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Tompkins Trust Company and Tompkins Wealth Advisors are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Tompkins Wealth Advisors, and may also be employees of Tompkins Trust Company. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Tompkins Trust Company or Tompkins Wealth Advisors. Securities and insurance offered through LPL or its affiliates are:
Not Insured by FDIC or Any Other Government Agency Not Bank Guaranteed Not Bank Deposits or Obligations May Lose Value