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 planning‑centric financial planning, wealth management, and pension consulting to individual clients—including high‑net‑worth households—and institutional clients such as pension and profit‑sharing plans. Services include both discretionary and non‑discretionary portfolio management alongside comprehensive planning functions (tax, estate, retirement, insurance, manager due diligence and related consulting). The firm’s investment approach uses fundamental analysis to build strategic, multi‑year portfolios that target total return and seek tax efficiency, primarily through ETFs and mutual funds while accommodating legacy positions and select alternative investments. Portfolios are tailored to each client’s risk tolerance and time horizon, are monitored at least quarterly, and are intended to be maintained with a multi‑year outlook and periodic rebalancing. Distinctive features for a firm of this size include providing ERISA fiduciary pension consulting to plan trustees and the use of a third‑party platform (Pontera) to manage “held‑away” accounts, where the platform executes trades and retains a portion of the management fee. The firm also discloses that it receives institutional custody and operational support from its primary custodian—services that benefit the firm and are identified as a potential conflict of interest in the choice of custodian.

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.