Which Financial Advisor Should You Choose in Syracuse, NY?

Perigon Wealth Management provides comprehensive financial planning and investment management services tailored to individuals, families, and organizations. We specialize in aligning portfolios with client values while addressing retirement planning, estate management, and life transitions. Our independent advisory approach prioritizes personalized solutions for long-term financial success.

Evolution Retirement Solutions provides personalized retirement planning, wealth management, and insurance solutions for individuals transitioning into retirement. Our services include income planning, succession strategies, Medicare guidance, and customized investment management. We help clients build, protect, and transfer wealth through tailored financial strategies.

Armory Capital Management is an independent investment advisory firm providing fee-only portfolio management and retirement plan consulting services. We help clients grow wealth through a disciplined buy-and-hold strategy focused on long-term success. Our SEC-registered fiduciaries create customized investment solutions for high-net-worth individuals and institutional clients.

Custom Wealth Management is a financial advisory firm specializing in wealth retention and strategic financial planning for high-net-worth individuals. Using a trademarked five-phase process, we help clients build financial independence through personalized strategies in estate planning, investment management, and retirement preparation. Our services cater to career-driven professionals and Gen X/Y individuals seeking structured, long-term financial solutions.

Strategic Wealth Advisors offers personalized retirement planning and investment management services to retirees and pre-retirees. As fiduciaries registered with the SEC, we create customized financial solutions focusing on risk management, estate planning, and tax-efficient strategies. Our Structured Investing approach ensures disciplined portfolio management aligned with individual goals.