Lucas Stuart Wealth Strategies

Cobblestone Capital Advisors, located in Rochester, NY, prides itself on being more than just a wealth manager but a trusted partner dedicated to guiding clients through their financial journey. The firm offers a comprehensive and tailored approach to investment management, wealth management, private investments, and family office services, ensuring that all aspects of its clients' financial lives are accounted for. As a Registered Investment Advisor (RIA), Cobblestone Capital operates as a fiduciary, legally and ethically committed to prioritizing clients' best interests. By maintaining a focus on clients' long-term objectives, the firm helps navigate significant life milestones while fostering financial responsibility across generations. Generated from the website

David Kotalik, AGT at Morgan Stanley, is a financial planner located in Rochester, NY. He specializes in providing personalized financial strategies and investment advice to help clients achieve their financial goals. With a focus on building lasting relationships, David aims to guide individuals and families towards a secure financial future. Generated from this place's information

Crossbridge Financial is a reputable financial services firm with offices in Pittsford, New York, and various locations in North Carolina. Their team of experienced advisors and staff provide comprehensive financial planning and investment management services to clients, ensuring personalized solutions tailored to their unique needs and goals. With a focus on professionalism and expertise, Crossbridge Financial offers a wide range of resources, including articles of interest and financial calculators, to empower individuals in making informed financial decisions. As a registered investment adviser and broker-dealer, they are committed to maintaining the highest standards of integrity and transparency in their operations.Generated from the website