Rochester Based, Globally Connected
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Welcome to Wealth Strategies & Solutions, Ltd
900 Jefferson Road Suite 301
Rochester, NY 14623
E-mail:
Welcome to Wealth Strategies & Solutions, Ltd
If you are like most people, you have goals and dreams.
Promises that you have made to your family and yourself.
Planning an education….
A vacation home or special trip….
Retiring on your timeline….
Leaving a legacy….
You may encounter a few bumps along the way to delivering on these promises
Divorce
Disability or prolonged illness
An untimely death
Low interest rates or a bumpy stock market
If the promises you have made are important, let's work together. If you would like a second opinion of what you have already done or perhaps you need to get started on a game plan, I can help.
I look forward to working with you.
A new tax-advantaged investment account officially launched on July 4th: the 530A account, also known as a Trump Account, which is designed to help children get a head start on their financial future.