GREGORY SCHAFFER

Our goal is to partner with families to preserve, grow, and manage wealth. We provide sophisticated and intricate financial products and services delivered with the proactive, personal touch that sets Beacon of Light Wealth Preservation, Inc. apart from other trust companies... As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations. Together, we implement the recommendations and monitor your progress. From here, we will plan regular meetings with you to assess the progress toward your goals and, when necessary, we will make adjustments to your financial plan... At Beacon of Light Wealth Preservation, Inc. we are experts in the services we provide, this is critical as assets of estates go unattended many times which may lead to financial harm to the estate and beneficiaries.

Primary location: Rochester United States