Syracuse Wealth Management

Syracuse Wealth ManagementSyracuse Wealth ManagementSyracuse Wealth Management

(315) 925-5500

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    • Home
    • About Us
    • Services We Offer
    • Contact Us
    • Client Account Access
    • SWM Events
      • Client Appreciation Event

Syracuse Wealth Management

Syracuse Wealth ManagementSyracuse Wealth ManagementSyracuse Wealth Management

(315) 925-5500

  • Home
  • About Us
  • Services We Offer
  • Contact Us
  • Client Account Access
  • SWM Events
    • Client Appreciation Event

Meet the Team

Gary D. Lucas, CCFS, CPFA®

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

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

Partner, Sr. Wealth Advisor

Learn more about Gary

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

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

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

Certified Public Accountant, Partner, Financial Advisor

Learn more about Ron

Brenda L. Monk, CPFA®

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

Brenda L. Monk, CPFA®

Partner, Sr. Financial Advisor

Learn more about Brenda

Audrey Hennessy

Robert E. Antonacci III, EA

Brenda L. Monk, CPFA®

Executive Assistant, Partner

Learn more about Audrey

Robert E. Antonacci III, EA

Robert E. Antonacci III, EA

Robert E. Antonacci III, EA

Financial Advisor, Office Manager

Learn more about Bobby

Michael J. Cook

Robert E. Antonacci III, EA

Robert E. Antonacci III, EA

Sr. Financial Advisor

Learn more about mICHAEL

Samantha Celi

Ashley Perogino

Jamie Woodward

Client Services Manager

Learn more about Samantha

Jamie Woodward

Ashley Perogino

Jamie Woodward

Administrative Manager

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Ashley Perogino

Ashley Perogino

Ashley Perogino

 Investment Assistant  

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Debbie Erikson

Winston Hennessy

Ashley Perogino

Director of First Impressions

Learn more about Debbie

Winston Hennessy

Winston Hennessy

Winston Hennessy

Head of Security

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Robert Damon

Winston Hennessy

Winston Hennessy

Founding Team Member (Deceased)

Learn more about bob

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 clients with reliable financial solutions that have helped them pursue their financials goals. Our team of experienced and versatile financial professionals are more than willing to assist you with all your financial needs. Partners Gary Lucas, Brenda Monk and Ronald Pratt have over 75 years of combined tax planning and investment experience.

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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.

 LPL Financial Form CRS 


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