Our Story 2017-10-02T15:43:26+00:00

Our Story

In 1978, John G. Ullman set out to build a new kind of wealth management firm that would provide unprecedented service and support to meet all of a family’s financial needs. From the outset we have been committed to operating with the highest ethics and values.
Almost four decades later, our business model continues with our dedicated team of financial planners, tax professionals, investment researchers, legal professionals, and support staff working collaboratively to enable us to meet the unique needs of each client.

While our headquarters are based in the Finger Lakes Region of Upstate New York, with a branch office in the Hudson Valley, and an affiliate office in Rochester, New York, we are privileged to work with clients nationally and internationally. We work with individuals as well as entire families, often spanning multiple generations, tailoring our services to meet the unique circumstances for each client.

Perhaps the best way to describe our close relationship with our clients is to say that for any major life event, from the planned to the unexpected, we strive to be your most trusted resource and partner.