Everyone deserves the same level of service and integrity.  Whether you have $100,000 or $100,000,000, you are equally as important to us as a client.  We realize that people appreciate the little things, 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.

In our opinion, there is a big difference between just having an investment adviser versus having a relationship with someone who you know is truly keeping an eye on your portfolio and acting in your best interest.  As a fiduciary, we want to ensure that you are covered in all aspects of your financial life.  We want to be there for you not only if you have long-term questions about pension, social security, and healthcare, but also if you have immediate concerns such as buying a car, relocating, inheriting an estate, changing careers or going through a divorce.  We are also there as a mentor for your children and those around you who need guidance getting started on the right financial path.

Sometimes the most important benefit to a client is knowing that their spouse or loved one is taken care of if anything were to happen to them. 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 their life. 

As an Independent Registered Investment Adviser... our firm provides personalized financial advice to our clients, many of whom have complex financial needs. Because of our independence, we are not tied to any type of investment products. It is important that we provide ongoing advice and investment management based on our clients' objectives. 

As a Fiduciary... we are held to the highest standard of care and are required to act in the best interest of our clients at all times. We are regulated by the state and required to implement certain practices to ensure conformance to the law.

As a Fee-Only advisory firm... we are not compensated based on the sale of a product. By removing the opportunity to obtain commissions, we avoid the incentive that is sometimes inherent with a fee-based advisor. A fee-only model helps ensure that we put the client's interest ahead of our own. It can be viewed as the most transparent and objective form of compensation.

Rochester Wealth Strategies, LLC is a Registered Investment Adviser.