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WEALTH MANAGEMENT

Best-In-Class, Customized Wealth Management Services

No matter what stage you're at in creating and growing wealth, we're proud to offer you access to investment services, financial planning, trust & estate services, and wealth management services through our affiliation with Tompkins Financial Advisors.

Our ultimate goal is your success and peace of mind. When you choose Tompkins Financial Advisors as your personal finance partner, you can expect experience, sound advice, and trusted personal service.

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What We Have to Offer

What We Have to Offer

Investment Management

With rigorously-tested investment strategies, our in-house investment committee develops portfolios and monitors securities and investments within the portfolio

Brokerage

Our advisors will guide you with your investment decisions, allowing you to focus on what matters most

Risk Management

Guard yourself, your loved ones, your home, and your business with our comprehensive life, disability, and long-term care insurance

To get started on your customized wealth management services, contact us today!

Investment Services by Tompkins Wealth Advisors| Trust and Estate Services by Tompkins Community Bank

  • Investment products are
    • not insured by the FDIC or any federal government agency
    • not deposits or obligations of the bank or its affiliates
    • not guaranteed by the bank or its affiliates
    • subject to investment risk, including possible loss of principal
  • Securities and advisory services are offered through LPL Financial, a Registered Investment Advisor, member FINRA/SIPC.
  • Insurance products are offered through LPL Financial or its licensed affiliates.
  • LPL Financial is a separate entity from Tompkins Financial Advisors. The investment products sold through LPL Financial are not insured Tompkins Community Bank deposits and are not FDIC insured.
    These products are not obligations of Tompkins Trust Company and are not endorsed, recommended, or guaranteed by Tompkins Community Bank 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 Financial Corporation and Tompkins Wealth Advisors are not registered broker/dealers and are not affiliated with LPL Financial.

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