Syracuse Wealth Management

Syracuse Wealth ManagementSyracuse Wealth ManagementSyracuse Wealth Management

(315) 925-5500

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Syracuse Wealth Management

Syracuse Wealth ManagementSyracuse Wealth ManagementSyracuse Wealth Management

(315) 925-5500

  • Home
  • About Us
  • Services We Offer
  • Contact Us
  • Client Account Access

Meet the Team

Gary Lucas, Financial Planner and Financial Advisor in Liverpool NY. Fiduciary. Certified.

Gary D. Lucas, CCFS, CPFA®

Partner, Sr. Wealth Advisor

Learn more about Gary
Ron Pratt CPA and Wealth Manager at Syracuse Wealth Management.

Ronald J. Pratt Jr., CPA, ABV/CFF, CPFA®

Certified Public Accountant, Partner, Financial Advisor

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Brenda Monk at Syracuse Wealth Management serving Syracuse, Liverpool and Surrounding Areas.

Brenda L. Monk

Partner, Sr. Financial Advisor

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Audrey Hennessy

Executive Assistant, Partner

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Robert "Bobby" Antonacci, EA and Financial Advisor at Syracuse Wealth Management.

Robert E. Antonacci III, EA

Financial Advisor, Office Manager

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Jennie Friester

Director of Client Relations

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Samantha Celi

Client Services Specialist

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Debbie Erikson

Director of First Impressions

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Winston Hennessy

Head of Security

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Robert Damon

Founding Team Member (Deceased)

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Who We Are

Syracuse Wealth Management is a financial planning organization that specializes in investments, retirement planning,  insurance, tax preparation, tax planning and college planning.  For more than 30 years, we have been serving customers with reliable financial solutions that have helped them secure a bright tomorrow. Our team of experienced and versatile financial is more than willing to assist you with all your financial needs.

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Photo Gallery

Debbie Erikson Director of First Impressions at Syracuse Wealth Management in Liverpool, NY
Brenda Monk Financial Advisor Syracuse Wealth Management Liverpool and Audrey Hennessy
Ron Pratt CPA and Gary Lucas Financial Planner for Syracuse Wealth Management in Liverpool NY

Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. Syracuse Wealth Management and LPL Financial are separate entities. The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Copyright © 2023 Syracuse Wealth Management - All Rights Reserved.

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