Why Rochester Wealth Strategies?
The little things matter, from personally answering the phone when someone calls to taking the necessary time during a meeting to understand each person individually or as a family.
Client Committment
We prioritize a dedication to our exclusive clientele. To ensure each client receives optimal attention and advice, we limit our client-advisor ratio to an average of 50 to 1. This approach allows us to thoroughly assess an individual's circumstances and integrate proper advanced planning techniques throughout our relationship. This also means that we must limit the number of new clients we take on (1-2 per month).
Specialized Experience
Our experience caters to those over 50 who are looking to optimize their retirement and reduce their lifetime tax bill. In comparison to a cardiologist who would not perform foot surgery, we remain highly specialized and only work with those who we feel we can add the most value.
Comprehensive Advice
We truly work as a team to service our clients. Although we provide a main point of contact, clients have the benefit of working with all of us. Combining our resources and intellectual capital enables us to deliver quality advice and ensure nothing falls through the cracks.
Personalized Service
It is important to us that both you and your loved ones will always be taken care of. In realizing that it is not all about investments, many times you find that people want simplicity and to know that there is someone there to count on through every stage of life. We also ask to be there as a mentor for your children to ensure they continue on the right financial path.