Our collaborative, customized step-by-step process:
Tell Us Your Goals—We take the time to learn about your dreams for yourself and your family, your current financial position and aspirations and your investment personality or mindset. It’s all part of our effort to get to know you.
Activate a Holistic Strategy—Once we understand your goals and current situation, we work alongside you to develop a roadmap of priorities. These include looking at social security choices and strategies for savings, income, taxes, investments and estate planning.
Seek to Protect Your Family or Business—Together, we carefully review life, disability, and long-term care insurance. As well as explore legacy planning and survivor needs planning.
Always Know Where You Stand—Through ongoing strategy sessions we carefully monitor your progress on an ongoing basis. We adjust your strategy as your life and needs change. Plan for healthcare-related expenses or concerns and keep you up–to-date on the status of your planning progress.
Our goal is to be your trusted partner and provide objective advice for your financial needs:
You can easily access our services. Wherever you work or live, you’ll find a team of experienced professionals close to you.
If you’re a business owner, executive of a corporation, or a client with complex needs, you’ll find an experienced team ready to help you at our corporate office in downtown Rochester.
No matter how you choose to access our services, you can count on:
Independent advice and counsel. Our goal is to be your trusted partner for personalized recommendations that are based solely on what’s in your best interest. We don’t offer any proprietary products.
Access to a wide world of investment options. Instead of proprietary offerings, we help you take advantage of a wide range of products and services .
A straightforward approach to wealth management. We follow a simple, step-by-step process to gather information, help you explore your options, and develop a customized plan that’s right for you. We monitor the performance of your plan through ongoing strategy sessions and adjust your strategy as your life and needs change.
Professional service. From our first meeting through every point of contact, our wealth management team will provide personal attention, ongoing communication, and personalized client services.
Our wealth management team includes:
Seasoned, insightful professionals who are client-focused and have years of experience—working with a wide range of investors.
A diverse group of licensed professionals, including Wealth Managers, Financial Planners, Financial Consultants, and Financial Services Representatives.
Representatives based in our [current branch count] branches and wealth center, who make it easy and convenient for you to get professional wealth management services and personal assistance.
A dedicated group of professionals located at our corporate headquarters in downtown Rochester who use their knowledge and experience to help individuals, business owners, corporations, charitable organizations, and trusts seek to preserve capital, grow their assets, and make informed decisions about complex financial situations.