Broker Check

1030 Craft Road, Ithaca, NY 14850

607-257-3282 x1107
stephen.weston@lpl.com

Meet Our Team

Client Focused Wealth Management

Beginnings Investment Solutions focuses on you and the unique set of financial circumstances you and your family face. Getting to know you and understanding your personal needs allows us to create a customized wealth management strategy aligned with your short- and long-term objectives. By building a lasting, personal relationship with you, we're able to help you anticipate needs and plan for your future.

Frank Torelli

Frank Torelli

Financial Advisor

Stephen Weston II

Stephen Weston II

Financial Advisor

Brian McKnight

Brian McKnight

Financial Advisor

Team Member Spotlight

One of our very own Financial Advisor, Frank Torelli, was honored by The Community Foundation of Tompkins County for admittance into their Door Opener Society. This Door Opener Society honors professional advisors who provide valuable service to clients and to the people of Tompkins County.

Frank was recognized for his significant, substantial, and long-standing contributions to philanthropic estate planning. Congratulations Frank! Check out the article here: CTFC Annual Report 2023 

 

“Nothing of significance is ever accomplished alone.”
– Colonel Nicole Malachowski; Retired USAF officer and the first female pilot selected to fly as part of the USAF air demonstration squadron known as the Thunderbirds.