Explore Financial Advisors Serving Syracuse, NY

Custom Wealth Management provides personalized financial planning and wealth management services to help clients build, protect, and transfer their wealth. Our trademarked five-phase process addresses estate planning, investment strategies, retirement goals, and business succession. We serve high-net-worth individuals, professionals, and business owners seeking tailored financial solutions.

Armory Capital Management is an independent fee-only investment advisory firm specializing in portfolio management and retirement plan consulting. We serve high-net-worth individuals, trusts, and institutions through a disciplined buy-and-hold strategy grounded in 7 Key Tenets to Successful Long-Term Investing. Registered with the SEC as fiduciaries, we prioritize client interests while delivering transparent, benchmarked performance reporting.