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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 benefits of employee-stock ownership plans for succession planning.

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Summarizes new 401(k) features introduced under the SECURE 2.0 Act.

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Describes how Roth accounts can generate tax-free retirement income.

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Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

How much would your monthly lease payment be?

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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