Financial Advisors in Pittsford, NY | Thorley Wealth Management

    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.

     

     

     

    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.

     

    Who We Serve

     

    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

    Forbes Top Women Wealth Advisors 2022
     

     

    2020-2022 Forbes Top Women Wealth Advisors, created by SHOOK Research. The 2022 award was presented in March 2022 based on data gathered from Sept 2020 to Sept 2021. 9,850 Advisors were considered, 1,377 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..

    Forbes Best-In-State Wealth Advisor 2022
     

     

    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-Thorley

    Elizabeth A. Thorley
    MS, CFP®professional, CLU®, AIF®, AEP®

    Founder & CEO

    Megan-Rinaudo

    Megan A. Rinaudo 
    CFP® professional

    Partner

    Denise-Werner

    Denise Werner

    Chief Operating Officer

    Liz Mark

    Elizabeth Marks
    CLU®, ChFC®

    Servicing Advisor

    Kathryn Sengupta

    Kathryn Sengupta

    Financial Assistant