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.
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.
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.
Busy professionals must juggle careers, family, and finances.
Socially Responsible Investors
Your deepest values drive your financial decisions.
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®
CEO and President
Megan A. Rinaudo
Chief Operating Officer
Offering You Recognized Experience
Forbes Best-In-State 2019 & 2021 - The ranking of the Forbes’ Best–in–State Wealth Advisors1 list was developed by SHOOK Research and is based on in-person and telephone due–diligence meetings to evaluate each advisor qualitatively and on a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria (including assets under management and revenue generated for their firms). Overall, approximately 32,725 advisors were considered, and 5,000 (approximately 15.3 percent of candidates) were recognized. (The criteria provided reflects the most recent year for which advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award, may vary from year to year). The full methodology2 that Forbes developed in partnership with SHOOK Research is available at www.forbes.com.
1This recognition and the due-diligence process conducted are not indicative of the advisor's future performance. Your experience may vary. Winners are organized and ranked by state. Some states may have more advisors than others. You are encouraged to conduct your own research to determine if the advisor is right for you.
2Portfolio performance is not a criterion due to varying client objectives and lack of audited data. SHOOK does not receive a fee in exchange for rankings.
Elizabeth Thorley is proud to have been recognized as a Leaders Level advisor for 2021—a distinction based on annual production that places her among the top 7 percent of advisors affiliated with Commonwealth Financial Network.
Each year, Commonwealth, the Registered Investment Adviser–broker/dealer that helps us process investment transactions on your behalf, recognizes Leader’s Level advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth homes office staff. Leaders Level advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership to their clients.
The 2020 & 2021 ranking of Forbes' Top Wealth Advisors(1) (Top Women Advisors) is based on an algorithm of qualitative and quantitative criteria, including a minimum of seven years of experience, a minimum of $1 million in production, and the weighing of factors including revenue trends, AUM, compliance records, industry experience, and best practices (gathered through telephone and in-person due-diligence interviews). Shook Research also employs an opinion-based weighting system that prioritizes its preferred "best practices," which include business models, activities, processes, and structure. Overall 9,785 advisors were considered, and 1,000 (10.2%) were recognized. For the full methodology(2) that Forbes developed in partnership with SHOOK Research, please visit here.
(1)This recognition and the due-diligence process conducted are not indicative of the advisor's future performance. Your experience may vary. As your specific needs and circumstances may vary, you are encouraged to conduct your own due diligence.
(2)Portfolio performance is not a criterion due to varying client objectives and lack of audited data. SHOOK does not receive a fee in exchange for rankings.
The 2020 RBJ Financial Leaders award is given to local financial professionals based on their professional accomplishments and community involvement. Overall, 8 Wealth Advisors were considered and 3 were awarded (37.5%). This recognition is not indicative of the Wealth Advisor's performance and may not be representative of any one client's experience.
InvestmentNews Best Practices recognition is awarded to advisory firms that ranked in the top quartile of total firms that responded to the 2019 Compensation and Staffing study and its 2019 profitability study. The award took into account the firm's growth, profitability, and revenue per professional and/or staff member. 557 firms were considered and 17 were awarded (3%). This award is not indicative of the Advisor's future performance and may not be representative of any one client's experience.
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Interested in learning more? Schedule a consultation today to see how we can help with all your financial needs.