ROCHESTER WEALTH STRATEGIES

Our primary goal is to provide a superior commitment to the select group of clients we work with. A few years back, we made a decision to limit our client base to no more than 50 clients per advisor within our firm. For this to take place, it is important to our team that we work with those who share our values. The right fit tends to be those who are humble and honest people. They are advocates of what we do and the value we provide. They are engaged in our process and respect our philosophy. They have positive personalities but are also very realistic in their views. They focus on what we are worth rather than what we cost. They are smart, yet they realize that they do not have all the answers. They have confidence in allowing us to manage all of their assets under one umbrella... A truly valuable advisor is one who can help enhance your overall net worth and provide comprehensive guidance as a means to optimize your retirement. In realizing that it is not all about investments,..

Also known as: Rochester Wealth Strategies, LLC

Primary location: Rochester United States