Sage Rutty & Co., Inc. is one of the oldest locally owned financial services firms in Rochester, New York, providing personalized wealth management and financial planning services since 1915. Specializing in helping individuals, families, and businesses navigate the complexities of financial planning, the firm places a strong emphasis on building long-term, trust-based relationships with its clients. Sage Rutty takes a collaborative approach, offering tailored investment strategies that align with client goals, risk tolerance, and financial timelines. The firm is particularly adept in areas such as retirement income planning, estate strategies, and comprehensive portfolio management.

With a commitment to education, Sage Rutty frequently offers seminars and workshops aimed at empowering clients through financial literacy. The firm is also deeply rooted in the Rochester community, recognized for its philanthropic efforts and active involvement in local charities and nonprofit initiatives. Their advisors adhere to a client-first philosophy and maintain a fiduciary standard, ensuring transparency and integrity across all services. Whether preparing for retirement or planning an estate, Sage Rutty brings over a century of trusted experience to every financial decision.

Website: https://www.sagerutty.com/

Key Services:

– Personalized financial planning
– Retirement income strategies
– Investment and portfolio management
– Wealth transfer and estate planning
– Education funding strategies
– Tax-efficient investing
– Long-term care and insurance planning
– Business succession planning
– Fiduciary advisory and client-first service model