Our Clients

Our Clients

We know that financial planning is not a static process that ends with an investment recommendation. Life is constantly changing, and even the best plan requires updates and course corrections along the way.

Our team looks at the whole picture to determine where you are now and where you would like to be in the future. Our advisors will work with you to:

  1. Evaluate your current financial situation
  2. Develop financial goals
  3. Identify a course of action
  4. Assess risks and evaluate alternatives
  5. Implement your financial plan
  6. Review and revise as necessary to continue to meet your goals and objectives.

With uncompromising determination, trust, and personal commitment, we search for the best solutions that will make a real difference in our clients’ financial strength and security.

OUR MISSION: PERSONALIZED ASSET MANAGEMENT AND PLANNING SERVICES FOR INDIVIDUALS AND BUSINESSES WITH COMPLEX FINANCIAL NEEDS

Rochester Wealth Management Group
706 East Avenue, Rochester NY 14607, Tel: (585) 325-1040, Fax: (585) 325-8232

Disclaimer Securities offered through Capitol Securities Management, Inc. Member FINRA, SIPC

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This material is not intended as tax or legal advice, and it may not be relied on for the purpose of avoiding any federal tax penalties. You are encouraged to seek tax or legal advice from an independent professional advisor. The content is derived from sources believed to be accurate. The information and data presented on this website are from sources believed to be reliable. Their accuracy and completeness is not guaranteed and the giving of the same is not deemed a solicitation on our part with respect to the purchase or sale of any securities.

 Copyright , Rochester Wealth Management