Family Wealth & Legacies

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200 Meridian Centre Blvd Ste 150
Rochester, NY 14618
+1 (585) 350-7273
https://www.familywealthandlegacy.com
Our goal at Family Wealth and Legacy is to provide a sense of security for our clients through comprehensive private wealth management, strategic business planning and multi-generational planning. Our clients benefit from our unique technical capabilities and our love of everything family and business. We understand, better than most, that family businesses require a different set of skills than non-family owned companies. We vow to be constant learners, focused on family-owned businesses, in order to best serve the needs of a thriving family enterprise.

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United States›New York›Rochester›Family Wealth & Legacies

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