Syracuse Wealth Management

Syracuse Wealth ManagementSyracuse Wealth ManagementSyracuse Wealth Management

(315) 925-5500

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    • Home
    • About Us
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    • Contact Us
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    • SWM Events
      • Client Event
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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
  • SWM Events
    • Client Event
    • Shredding Event

Allison cass

Email: Allison@syracusewealth.com


Allison is thrilled to join the team here at Syracuse Wealth Management!  After close to 30 years in the higher education financial aid field where she spent her career helping students and families navigate complex financial structures and planning their futures – she is excited to bring that same dedication to our clients. 


Whether you are stepping into our office in Liverpool, NY or calling us over the phone her goal is to make sure you feel welcomed, supported, and valued from the very first moment. 


Allison graduated from the State University of New York at Potsdam with a B.A. in Labor Management Relations and has been a resident of Baldwinsville, NY since 2009.  She recently started her career with us in May 2026.


 LPL Financial Form CRS 


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.


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