Pittsford, NY Office
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LynnLeigh & Company, LLC
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About
LynnLeigh & Company, LLC is a New York‑registered investment adviser that provides wealth management, discretionary portfolio management and financial planning to individuals, high‑net‑worth clients, trusts, estates and retirement plans. The firm constructs customized portfolios or places clients into model portfolios using low‑cost mutual funds and ETFs and may also utilize individual stocks, bonds or corporate debt when appropriate.
The firm’s investment process is primarily long‑term focused and combines fundamental, technical, cyclical and charting analysis to set asset allocation and select investments tailored to each client’s risk profile and objectives. LynnLeigh may purchase third‑party research and model portfolios, monitors accounts on a continuous basis with formal reviews at least annually, and executes trades through custodians selected by clients (commonly recommending Charles Schwab).
LynnLeigh’s ADV and disclosures show several features that are less common among peers of its size, including advisory personnel who are licensed insurance professionals and may earn commissions on insurance sales, and a formal solicitation arrangement with LVW Advisors for client referrals. The firm also works with other financial institutions and advisers for research and model allocations and discloses practices—such as not accepting proxy‑voting authority and relying on client‑directed custodians—that signal a delegated execution and referral‑oriented operating model.
Based on LynnLeigh & Company, LLC
Location
1160 Pittsford Victor Road, Suite A
Pittsford NY 14534
Advisors at this office
2
Advisors at this office
Kelly O
CFP®, Series 63
Pittsford, NY
LynnLeigh & Company, LLC
Kelly Olczak is a CFP® with 17 years of industry experience, currently serving as a financial advisor at LynnLeigh & Company, LLC since 2018. Prior to this, she worked at Cornerstone Wealth Management, LLC, and LPL Financial, LLC. Outside of her advisory role, she is involved in a family business, The Karma Sauce Company, which produces goods on a farm property intended for retirement. LynnLeigh & Company, LLC is a New York-registered investment adviser providing wealth management, discretionary portfolio management, and financial planning to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm employs a primarily long-term investment process using customized and model portfolios that incorporate fundamental, technical, cyclical, and charting analysis tailored to each client’s risk profile and objectives.
Rebecca G
Series 65, Series 66
Pittsford, NY
LynnLeigh & Company, LLC
Rebecca Gillette is a financial advisor with LynnLeigh & Company, LLC, holding Series 65 and Series 66 licenses and bringing 20 years of industry experience. Her career includes prior roles at Great Lakes Financial, Edward Jones, and Merrill. She is also the owner of GFC Compliance Partners, LLC, a compliance consulting firm serving investment adviser firms. LynnLeigh & Company, LLC is a New York-registered investment adviser providing wealth management, discretionary portfolio management, and financial planning to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm uses a primarily long-term investment approach, combining various analyses to tailor asset allocation and investments to clients' risk profiles and objectives.
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