Rochester Wealth Management Group

Rochester Wealth Management Group is a financial services firm located at 706 East Avenue in Rochester, NY. Incorporated in 2005, the firm provides personalized asset management and planning services for individuals and businesses with complex financial needs. Securities are offered through Capitol Securities Management, Inc., a FINRA and SIPC member, with holdings custodied through Raymond James Financial. The team of seven advisors and support staff brings an average of more than 18 years of experience in the financial industry, with backgrounds spanning equity markets, fixed income, insurance, banking, and structured settlements.

Rochester Wealth Management Group covers a broad range of financial planning and investment services, including:

• Financial planning for long-term goals such as education and retirement
• Equity services including stocks, warrants, and direct market access for stock options
• Mutual funds drawn from over 40 fund families, including Vanguard, Fidelity, and T. Rowe Price
• Professional money management with ongoing portfolio supervision
• Corporate bonds, certificates of deposit, and tax-exempt municipal securities
• Private wealth management for high-net-worth individuals
• Tax-advantaged retirement plans such as IRAs, 401(k)s, SEPs, and pension plans
• Annuities, life insurance, and long-term care insurance
• Estate planning, trusts, and charitable giving strategies
• Business insurance and entity continuation planning

The firm also works with businesses on employee benefits and pension plan design.

Rochester Wealth Management Group is known for its comprehensive, multi-discipline approach to financial planning. Under CEO Jeff Briggs, who has been a licensed securities principal since 1985, the firm brings together consultants with specializations in areas such as dividend-focused equity strategies, retirement income planning, and risk management. The team includes professionals with prior experience at institutions like Merrill Lynch and ABN AMRO Bank, giving the firm a breadth of institutional and advisory knowledge concentrated in an independent practice.

The firm's office sits at 706 East Avenue in Rochester's East Avenue Historic District, a mile-and-a-half corridor recognized for its collection of 19th- and early-20th-century architecture. The office is within walking distance of the George Eastman Museum, one of the area's most prominent cultural landmarks. East Avenue itself is one of Rochester's principal thoroughfares, connecting the city's cultural and residential core. The 14607 ZIP code places the firm in a well-established professional corridor on the city's east side.