Committed to Your Lifetime Goals
We’re an independent advisory firm offering comprehensive financial planning to clients in Rochester, New York, and the surrounding area. As experienced wealth consultants, we serve as your partner as we design plans to help maximize your resources and achieve your lifetime goals.
Delivering
Comprehensive Planning
When you partner with our team, we can help you plan for your future, generate lifetime income for retirement, incorporate healthcare in your retirement years, plan for risk management, maximize Social Security benefits, and address legacy considerations.
Guiding You at
Every Stage in Life
No matter where you are in life—or what your goals are—we have the knowledge and experience to help you every step of the way.
Nearing Retirement
As you approach retirement, it is time to rethink your strategy.
Living in Retirement
Maximize Social Security and address health care costs.
Women in Financial Transition
Longer life expectancies mean a greater need for planning.
Young Professionals
Busy professionals must juggle careers, family, and finances.
Socially Responsible Investors
Your deepest values drive your financial decisions.
Offering You Recognized Experience
2020-2023 Forbes Top Women Best-in-State Wealth Advisors, created by SHOOK Research. Presented in February 2023 based on data gathered from 9/30/21 to 9/30/22. 22,106 advisors were considered, 1697 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Click here for more award information.
2020-2022 Forbes Best In State Wealth Advisors, created by SHOOK Research. The 2022 award was presented in April 2022 based on data gathered from June 2020 to June 2021. 19,640 Advisors were considered, approximately 6,500 Advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Click here for more award information.
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An Experienced Team Here to Support You
Our advisors have earned advanced financial planning designations to help serve your needs. Our team offers you more than 95 years of combined industry experience.
Elizabeth A. Thorley
MS, CFP®professional, CLU®, AIF®, AEP®
Founder & CEO
Megan A. Rinaudo
CFP® professional
Partner
Denise Werner
Chief Operating Officer
Elizabeth Marks
CLU®, ChFC®
Servicing Advisor