Our Services

Complex wealth requires specialized expertise across multiple disciplines. We've structured our practice into distinct companies, each focused on delivering specific financial solutions.

Discover the Power of Integrated Financial SolutionS

As your one-stop shop, we offer a full suite of services designed to meet all your financial needs. From wealth management and tax preparation to alternative investments for suitable clients, insurance, payroll, and bookkeeping, we have you covered

FCP Venture - Private Equity

Access to institutional-quality private equity investments is typically reserved for endowments and family offices. We source opportunities across venture capital, growth equity, and buyout strategies, conducting internal due diligence on fund managers, deal structures, and risk-return profiles before making them available to qualified clients.

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Fincadia Tax - Tax Services

Comprehensive tax planning, preparation, and compliance for high-net-worth individuals and business entities. Our services include individual and business tax returns, accounting, payroll administration, and bookkeeping. We identify planning opportunities throughout the year rather than treating tax as an annual filing obligation.

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Fincadia Wealth - Wealth Management

Investment management and financial planning are built on independent research and institutional access. We construct portfolios using individual securities, mutual funds, ETFs, structured products, and alternative investments, with allocation decisions driven by our internal investment committee rather than third-party recommendations.

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Fincadia Insurance - Risk Management

Life insurance, disability coverage, and wealth transfer strategies designed to protect assets and facilitate multi-generational planning. We analyze existing policies, identify coverage gaps, and structure solutions that integrate with your broader financial and estate planning objectives.

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Saranac Advisors - Integrated Financial Solutions

Our sister firm serves clients in New York's Adirondack region with the same integrated approach to tax, wealth management, and insurance planning. Saranac Advisors operates with independent access to institutional platforms while maintaining coordination with Fincadia's resources and expertise.

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