Our Approach

At Council Rock Wealth Advisory Group, we are committed to offering comprehensive advice and personalized financial care for all of your wealth management needs. We take the time to listen to you and understand your goals, and then help you build a plan to reach them. Our advisors take the time to educate and advise you so that you are empowered to make the best financial decisions based on your individual goals. We want to be Rochester, NY’s go-to resource for retirement planning and assisting with 401(k)and IRA rollovers. Together, we’ll work through the options available to help you pursue your retirement goals.

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Background and qualification information is available at FINRA's BrokerCheck website

 
 

In the News

Interested in learning more about Council Rock Wealth Advisory Group? Take a look at recent news from our team of advisors.

2016

12-10-2016 - Democrat and Chronicle

12-9-2016 - Rochester Business Journal

9-17-2016 - Democrat and Chronicle

8-31-2016 - Fox Rochester

8-2016 - In Good Health

7-13-2016 - Rochester in Focus

7-01-2016 - Fox Rochester

6-24-2016 - Democrat and Chronicle

5-13-2016 - Democrat and Chronicle

2-22-2016 - Rochester News First

2015

12-16-2015 - Rochester News First

9-04-2015- Rochester Business Journal

5-15-2015- Rochester Business Journal

5-27-2015- Brighton-Pittsford Post

6-01-2015- Brighton-Pittsford Post

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Gauge your retirement readiness

Our 3-Minute Confident Retirement® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.

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Giving back during retirement.

Thinking about the next phase of your life? Whether it involves slowing down or stepping up, I’m here to help you achieve your goals and live brilliantly. (0:30)