Mason Wealth Management LLC

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.

Creative Wealth Strategies is a financial planning and investment advisory firm that has been serving the Rochester area for many years. The firm's experienced team of financial advisors can help you create a personalized financial plan that meets your specific needs and goals. Whether you're just starting out or you're nearing retirement, Creative Wealth Strategies can help you make the most of your money.

Encompass Advisors is a financial services firm located in Pittsford, NY. We offer a wide range of financial services, including investments, insurance, and retirement planning. Our team of experienced professionals is dedicated to providing our clients with the best possible service. We understand that each client is unique and have the experience and knowledge to help you reach your financial goals. We offer a variety of services to meet your needs, including: * Investments: We can help you invest your money in a way that is appropriate for your goals and risk tolerance. We offer a wide range of investment options, including stocks, bonds, mutual funds, and annuities.