Our wealth management services
Investment Management
Plan, Position, Preserve. This starts with understanding you and your risk tolerance to determine an appropriate asset allocation of stocks and bonds. We see aligning your needs and goals with your portfolio’s positioning in order to preserve capital as the heart of what we do.
Financial Planning
Planning for your financial future requires just that: planning. Financial planning is the process by which individuals meet their current and long-term financial goals. And the best place to start is to discuss your beliefs and values, and identify what you’d like to achieve in your financial future.
Education & Communication
We love to learn, and we love to teach, especially about the economy and the financial industry. The informational and educational content we provide is above and beyond the regular, frequent dialogue we have with you, and it’s available with the touch of a button.
Registered Investment Advisor
in Rochester, New York.
Billion Dollars Under Management
Years in Business
Average Manager Years of Experience
Longest Relationship in Years
Who we are
EMPATHETIC
We listen to you, we care about you, and we understand you. Our clients and the relationships we have are what make us love coming to work everyday. We never lose sight of how important your money is to you, and what a humbling privilege it is to be entrusted with managing it.
SYNERGISTIC
We believe that any good idea or intention is only made better by collaborative execution, and this mantra drives everything we do, whether in serving you, brainstorming new solutions for you, or improving our firm’s culture—we are stronger as a team. And when we don’t have the expertise or perspective we want within our own bench, we don’t hesitate to collaborate with other trusted advisors.
ADAPTIVE
In a world that feels like it’s always spinning faster than it did the day before, we’ve decided to commit to not just keeping up, but leading. We pride ourselves on being nimble, lean, and forward thinking so that economic, market, and industry change aids us rather than derails us.
COMMITTED
To planning for and protecting your financial future as if it were our own so that you can spend more of your life enjoying what you love.
INTERESTED
In you, your family, your worries, your stories. In being a trusted partner to you and a shoulder to lean on, especially during times of transition in your life.
Here’s what’s new
StreetSmarts: Should I pay off my mortgage?
This challenging (and emotional) question is being tackled in today’s video by Greg Farrell, Vice President, Senior Portfolio Manager.
StreetSmarts: Transfer on Death Beneficiaries
In today’s video, learn about the importance of having a transfer on death beneficiary on your IRA.
Market Outlook Winter 2021
On our minds is the power of the human spirit to endure and adapt. Be it pandemic, or political, the human spirit absorbs, processes, understands, and helps us form perspective. Perspective will be our theme.
This past year was not for the faint of heart. Lives were changed, and sadly, lives were lost. We will forever remember 2020, as will the history books.
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