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Rochester Based, Globally Connected

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Need an Advocate as you Go through Divorce?

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You’ve Saved for College, but What About Negotiating your Tuition Bill?

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Learn how to put a “safety net” under your portfolio

Yellow diamond-shaped road sign reading TAX AHEAD.

Do you Have a Feel for your Embedded Tax Losses?

Welcome to Wealth Strategies & Solutions, Ltd

900 Jefferson Road Suite 301
Rochester, NY 14623

E-mail:

Videos

We have interesting videos for you to watch on my site.

Calculators

You can review interesting calculators on my site.

Contact Us

Please feel free to contact us with any questions.

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.

Explains using life insurance to make meaningful charitable donations.

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As major tech companies, apps, and websites make passkeys their default security option, it’s likely you’ll be prompted to set them up to help secure your accounts.

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It's easy to confuse Medicare and Medicaid, but there are important differences between the programs.

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The prospect of unlimited paid time off may be appealing, but there are also some potential pitfalls to consider.

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Knowing your likely life expectancy is an important factor in making long-term financial plans.

How Long Will Your Funds Last?

How much can you afford to pay for a car?

Will you be able to afford nursing home care?

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck