Financial Advisors & Wealth Management Services in Rochester, NY
Allworth's Downtown Rochester, New York, office works with individuals, families, and professionals across the greater Rochester area whose wealth demands more than conventional advice. Our in-house financial planning team coordinates investment management, tax strategy, legacy planning, and risk management within a single advisory relationship, so no decision gets made in isolation.
Your Rochester - Downtown Wealth Management Team
Rochester has long been defined by an entrepreneurial spirit and a culture of corporate innovation: home to legacy institutions like Eastman Kodak and Xerox, a thriving university and medical research community anchored by the University of Rochester and Rochester Institute of Technology, and a growing base of technology and professional services companies that have reshaped the region's economy. The executives, business owners, healthcare professionals, and academic leaders who drive that growth have financial lives that span equity compensation, deferred income, business succession, and legacy planning across generations.
Since 1986, Allworth's Rochester team of fiduciary advisors and in-house wealth planning specialists has been positioned at the heart of that community to serve it with the sophistication and coordination this kind of complex planning requires.
