Description: We offer a complete range of financial services for the high net worth investor located in and around Fairport, NY. We specialize in helping clients develop a comprehensive, investment strategy designed to address their unique needs and enabling them to pursue both short- and long-term objectives while navigating a complex market environment.
Senior Vice President/Investments
Client Relationship Manager
“In our eyes, you are more than just our clients – you are like family and will be treated as such.”