Rochester Wealth Partners is a comprehensive financial planning firm dedicated to helping individuals and families in the Pittsford, NY area and beyond build and preserve wealth. Specializing in personalized financial strategies, the firm provides guidance tailored to each client’s unique needs and life goals. Rochester Wealth Partners focuses on holistic planning, integrating investment management, retirement planning, estate planning, and risk management into a cohesive strategy. They emphasize client education and long-term relationships, ensuring that their clients feel informed and empowered throughout their financial journeys.

As an independent firm, Rochester Wealth Partners offers objective advice unrestricted by proprietary products or affiliations with large financial institutions, allowing them to act in the best interests of their clients. Their team is composed of experienced advisors who bring deep industry knowledge and a commitment to fiduciary standards. The firm takes pride in its proactive approach, regularly reviewing and adapting plans to align with clients’ evolving goals and market conditions. Their client-centric approach also includes transparency in fees and clear communication.

Website: http://www.rocwealthpartners.com/

Key Services:

– Personalized financial planning
– Investment management
– Retirement planning and income strategies
– Estate and legacy planning
– Tax-efficient wealth strategies
– Risk management and insurance analysis
– College savings and education funding strategies
– Business owner financial planning