A complete list of active advisors currently associated with Rochester Wealth Strategies, LLC
Warmer can help you find a great advisor at Rochester Wealth Strategies, LLC or one who fits your needs even better.
Rochester Wealth Strategies provides wealth management and comprehensive financial planning to individuals (including high-net-worth clients), trusts, and institutional sponsors such as pension and profit-sharing plans. The firm’s service menu includes investment management on a discretionary or non-discretionary basis, pension consulting, and planning-related support for donor-advised funds and annuity considerations. The firm follows a planning-centric investment process that uses fundamental analysis to build strategic, primarily ETF-based portfolios with a multi-year outlook, seeking total return and tax efficiency. Portfolios are tailored to clients’ risk tolerance and liquidity needs, reviewed at least quarterly, and may incorporate legacy positions or alternative investments when appropriate. Noteworthy operational features include complimentary individual tax return preparation offered through independent CPAs retained by the firm, and the use of third-party platforms—most notably Pontera—to manage “held-away” accounts without direct custody (the platform retains a portion of management fees). Rochester Wealth Strategies also works with Schwab Charitable on donor-advised fund arrangements, provides ERISA fiduciary pension consulting, and makes annuity referrals through an unaffiliated intermediary without receiving commissions; the firm manages just over $200 million in assets with a four-advisor team.
To learn more about the advisors currently working at Rochester Wealth Strategies, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Rochester, MI
| 17
| |
Rochester, MI
| 6
| |
Rochester, MI
| 25
| |
Rochester, MI
| 1
|
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