Frank Sorge-UBS Financial Services Inc

Visit our office today located in Rochester, NY. Our team of seasoned Financial Advisors and service professionals are committed to listening to you, assessing your concerns and developing a clear action plan helping you achieve what matters most.

DeJoy Wealth Management is a highly experienced and trusted financial advisory firm based in Rochester, NY. Led by Brian DeJoy, a Senior Vice President and Certified Financial Planner, the team provides comprehensive wealth management services, specializing in financial planning, asset allocation, and investment management. With a time-tested approach, they have successfully guided clients through various market challenges, including economic crises and global pandemics, offering customized investment portfolios tailored to individual needs. Their differentiated planning process involves collaborating with clients' attorneys and tax advisors, ensuring a well-structured multi-generational plan. Founded in 1992, DeJoy Wealth Management brings together a wealth of expertise and resources to help clients preserve and pass on their wealth. Brian DeJoy, a Cornell University graduate, holds a B.S. degree in Business Management and Marketing, along with a minor in Applied Economics. Beyond his professional achievements, Brian is actively involved in his community, coaching youth soccer and basketball, and serving on the Board of the House of Mercy in Rochester, NY. With a commitment to providing personalized and thoughtful financial guidance, DeJoy Wealth Management is dedicated to making a real impact in the lives of their clients.Generated from the website

Visit our office today located in Rochester, NY. Our team of seasoned Financial Advisors and service professionals are committed to listening to you, assessing your concerns and developing a clear action plan helping you achieve what matters most.