Syracuse Wealth Management

Syracuse Wealth Management Your team of financial specialists to grow and maintain your wealth! Member FINRA/SIPC. finra.org sipc.org.

Syracuse Wealth Management is a financial organization that specializes in investments, retirement planning, taxes, bookkeeping, accounting, payroll and college planning. For more than 30 years, we have been serving customers with principled financial solutions that have helped them achieve their financial goals. Our team of experienced and versatile financial consultants and accountants is more t

han willing to assist you with all your financial needs. Partners Gary Lucas, Brenda Monk, and Ronald Pratt have over 75 years of combined tax and investment experience. Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial 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.

A huge thank you to everyone who joined us for the SWM Shred Event! We appreciate your support and loved seeing our comm...
05/12/2026

A huge thank you to everyone who joined us for the SWM Shred Event! We appreciate your support and loved seeing our community come together!!

Our very own “Tax Panda” Ron Pratt, will be leading Dave Ramey’s Financial Peace University classes at Believers Chapel ...
05/05/2026

Our very own “Tax Panda” Ron Pratt, will be leading Dave Ramey’s Financial Peace University classes at Believers Chapel beginning this Thursday, May 7th @ 6:00PM. Food and childcare will be provided!

To register visit https://www.believerschapel.org/ccb/group/348

If you have any questions please call Believers Chapel directly at (315) 699-4140.

In the championship rounds of tax season, our very own WBC Silver US Champion, Bryce Mills, came to visit! Don’t miss hi...
04/02/2026

In the championship rounds of tax season, our very own WBC Silver US Champion, Bryce Mills, came to visit!

Don’t miss his next fight at Rochester's Blue Cross Arena on April 25, 2026, where he defends his championship belt.

Work mode. Wow mode.
02/04/2026

Work mode. Wow mode.

Each January, we pause to celebrate the achievements behind us, the people beside us, and the exciting opportunities ahe...
01/27/2026

Each January, we pause to celebrate the achievements behind us, the people beside us, and the exciting opportunities ahead.

It’s that time!! If you are wondering when you will receive your 1099 or other tax documents from LPL please refer to th...
01/12/2026

It’s that time!! If you are wondering when you will receive your 1099 or other tax documents from LPL please refer to the TAX MAILING SCHEDULE below!!

Wishing you all a very Merry Christmas and a Happy New Year from the SWM team! 🎄
12/26/2025

Wishing you all a very Merry Christmas and a Happy New Year from the SWM team! 🎄

Happy Halloween!! 🎃
10/31/2025

Happy Halloween!! 🎃

Happy Bosses day to the best!!
10/16/2025

Happy Bosses day to the best!!

What a team!! We have had a lot of fun these last few months and we are grateful that we enjoy spending time together bo...
09/16/2025

What a team!! We have had a lot of fun these last few months and we are grateful that we enjoy spending time together both in and out of the office.

Address

8135 Soule Road
Liverpool, NY
13090

Opening Hours

Monday 8:30am - 6pm
Tuesday 8:30am - 6pm
Wednesday 8:30am - 6pm
Thursday 8:30am - 6pm
Friday 8:30am - 5pm
Saturday 9am - 2pm

Telephone

+13159255500

Website

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