Rochester, NY Office

Leach, Bickmore & Weiss Wealth Management serves individuals, high-net-worth clients, trusts and business entities, managing roughly $115 million for about 291 clients through a five-advisor team. The firm offers asset management, written financial planning, ongoing financial consulting, and educational seminars, and provides a legacy-only wealth management option.

The firm’s investment process emphasizes fundamental analysis and a value-oriented approach, using intrinsic-value assessments to construct portfolios of individual stocks, bonds, mutual funds and ETFs and to guide ongoing monitoring and rebalancing. Its strategies may include the use of options and margin, and the firm may engage third-party sub‑advisers or an affiliated manager to implement portions of client portfolios, with tax considerations noted as a separate client advisory step.

Notable differences from many peers include explicit use of derivatives and borrowing in managed accounts and an affiliation with a private fund and third-party investment manager, arrangements the brochure discloses and monitors. The firm also discloses that some personnel are licensed insurance agents and that principals have related business activities (a SaaS financial‑planning venture and a consulting entity), with stated policies intended to address resulting conflicts of interest.