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.


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

Client Satisfaction 4.7 out of 5 rating based on 49 reviews 94.00


In the News

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

09-22-17 Rochester First Sustainable Responsible Investing

10-8-17 Rochester Focus Medicare Basics

10-10-17 Good Day Rochester Medicare Basics

4-20-17 Forbes Retire Abroad

12-10-16 Democrat and Chronicle Give a gift that gives back

9-17-16 Democrat and Chronicle Social Security eligibility

8-31-16 Fox Rochester Social Security Advice

8-2016 In Good Health Pg 16, 3 Financial Planning Tips for Women

7-1-16 Fox Rochester Brexit

6-24-16 Democrat and Chronicle LGBT estate planning

5-13-16 Democrat and Chronicle Financial planning tips for women

2-22-16 Rochester News First Minimum Wage


The views expressed here reflect the views of the various publishers. This information is not published by Ameriprise Financial. While the information is believed to be accurate, distribution of this material should not be considered an endorsement of any particular investment strategy, product or service described therein. This information is being provided only as a general source of information and is not intended to be used as a primary basis for investment decisions, nor should it be construed as advice designed to meet the particular needs of an individual investor. Please seek the advice of your advisor regarding your particular financial concerns.

By clicking on certain links, you will be directed to a non-ameriprise.com website. The included hyperlink is provided for informational purposes only and is not an indication of endorsement of the content therein or affiliation with respect to the linked site. Be aware that the linked site will be subject to rules, regulation, and privacy and security provisions that are separate, and may differ, from Ameriprise Financial.


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