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                               five star wealth manager, CFA chartered financial analyst, fee only, AWMA accredited wealth management advisor, NAPFA, CRPC chartered retirement planning counselor

Rochester Wealth Strategies

439 S Main St, Suite 250

Rochester, MI 48307

248-434-6550

Rochester Wealth Strategies, LLC (“RWS”) is a Registered Investment Adviser. RWS and its representatives are in compliance with the current registration requirements imposed upon Registered Investment Advisers by those states in which RWS maintains clients.RWS may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. RWS's website is limited to the dissemination of general information regarding its investment advisory services to United States residents residing in states where providing such information is not prohibited by applicable law. Accordingly, the publication of RWS's website on the Internet should not be construed by any consumer and/or prospective client as RWS's solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Furthermore, information on this Internet site should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from RWS. Any subsequent, direct communication with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to a registration status, please contact the United States Securities and Exchange Commission on their website at www.adviserinfo.sec.gov or the state securities law administrators for those states in which RWS is registered. A copy of RWS's current written disclosure statement discussing RWS's business operations, services, and fees is available from RWS upon written request. RWS does not make any representations as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to RWS's website or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. Access to this website is provided for informational purposes only and without any warranties, expressed or implied, regarding the accuracy, completeness, timeliness, or results obtained from any information posted on this website or any third-party website linked to this website.

 

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IMPORTANT NOTICE

You are now leaving the Rochester Wealth Strategies website and will be entering the Charles Schwab & Co., Inc. (“Schwab”) website.

Schwab is a registered broker-dealer, and is not affiliated with Rochester Wealth Strategies or any advisor(s) whose name(s) appear(s) on this website. Rochester Wealth Strategies is/are independently owned and operated. Schwab neither endorses nor recommends Rochester Wealth Strategies, unless you have been referred to us through the Schwab Advisor Network®.  Regardless of any referral or recommendation, Schwab does not endorse or recommend the investment strategy of any advisor. Schwab has agreements with Rochester Wealth Strategies under which Schwab provides Rochester Wealth Strategies with services related to your account. Schwab does not review the Rochester Wealth Strategies website, and makes no representation regarding information contained in the Rochester Wealth Strategies website, which should not be considered to be either a recommendation by Schwab or a solicitation of any offer to purchase or sell any securities.

 

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