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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

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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.

The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.

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Explains using life insurance to make meaningful charitable donations.

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Covers benefits of personal umbrella insurance for large liability claims.

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Although U.S. stocks have provided a higher return over the past 20 years, foreign stocks outperformed in seven of those years, including 2025.

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This calculator is designed to help you attach a dollar figure to your life’s work.

How much Disability Income Insurance do you need?

This calculator can help you determine how soon you can pay off your mortgage.

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

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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