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ROCHESTER — Reaching retirement can be a rewarding journey. The anxiety comes from whether or not you have put together all the pieces of the financial puzzle. This is commonly the time when you search for an advisor you can trust. Someone you can count on to do their best for you and your family by deploying industry expertise channeled through a desire to serve.
Fiduciary advice, specialized experience, personalized service and a commitment to every client is exactly what sets Rochester Wealth Strategies apart from others in the wealth management industry. The vast majority of the clients who reach out to them are over 50 with more than $1 million saved. More importantly, they are at or nearing the age of retirement.
As one of the few non-commission financial planning firms in the area, Rochester Wealth Strategies advisors work with a limited number of clients. While other companies average well over 100 clients per advisor, their advisors average about 50. It’s simply not about quantity, but quality results for each client through deep, comprehensive planning.
Financial planning is a process, and the advisors at Rochester Wealth Strategies want to be with their clients every step of the way. Their team approach helps ensure that all aspects of each client’s financial plan are considered and taken care of. That includes taxes, titling, estate planning, social security, pension, insurance, gifting, charitable giving, succession planning, and even helping to educate the next generation about the importance of having a sound strategy for managing wealth and planning for retirement.
It’s more than just business. It’s an honor and a blessing for them to help others retire with confidence. And their clients are just like them: humble people looking to make the most of their money and plan for the future. That’s a sound strategy for success.
Rochester Wealth Strategies is located at 439 S. Main St., Suite 250, in Rochester. To learn more, call (248) 434-6550 or go to RochesterWealth.com.
Rochester Wealth Strategies, LLC (RWS) is an Independent Registered Investment Adviser located in Downtown Rochester. RWS is a Fiduciary and Fee-Only financial advisory firm. This article is provided for informational purposes only. Please consult with your trusted advisor before engaging in any transaction.
