Wealth Design Services

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132 Allens Creek Rd
Rochester, NY 14618
+1 (585) 442-3230
http://www.wealthdesignservices.com

History

In response to the terrible investment crash we experienced in 2008-09, we restructured our business model to better fit the needs of clients. Instead of focusing on total return, we emphasize predictable cash flow, so investments could weather market volatility and recover. A successful retirement depends on much more than investment selections. It depends on understanding the relationship between the client's resources, lifestyle expectations and significant risks such as health care, inflation, investment volatility and the risk of outliving resources.

Specialties

Our comprehensive service model provides proactive guidance for all financial matters including financial planning, cash flow management, investment management, tax planning, and tax return preparation.

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