ROCville
Rochester, NY
BusinessesRochester Wealth Solutions

Rochester Wealth Solutions

professional-servicesfinancial-advisor

Financial planning and investment management firm founded by Matthew M. Corrigan, CRC, offering retirement planning, tax and estate planning strategies, and risk management. Securities and advisory services offered through LPL Financial.

Overview

Rochester Wealth Solutions is a financial planning and investment management firm located at 3300 Monroe Avenue, Suite 213, in Rochester, NY. The firm was founded by Matthew M. Corrigan, who holds the Certified Retirement Counselor (CRC) designation from InFRE and brings over two decades of experience in financial markets, investment strategies, and risk management. He is joined by financial advisor Thomas R. Metzler, whose career in the industry spans more than four decades. Together, the team represents over sixty years of combined experience. Rochester Wealth Solutions, LLC was incorporated in New York in April 2022, and the firm manages over $100 million in client assets.

What They Offer

Rochester Wealth Solutions provides financial planning, investment management, and wealth management services. Their advisory work covers retirement planning, tax planning strategies, estate planning strategies, and portfolio management. On the investment side, the firm works with stocks, bonds, mutual funds, exchange-traded funds, annuities, REITs, UITs, and stock option planning. They also offer insurance solutions including life insurance, disability insurance, long-term care coverage, and Medicare supplement plans. Securities and advisory services are offered through LPL Financial, a registered investment advisor and member of FINRA/SIPC. The firm extends a no-cost, no-commitment financial review for prospective clients that includes a retirement analysis and personalized recommendations. A $500,000 investment minimum applies.

Known For

The firm centers its practice on retirement readiness, with a proprietary approach it calls the "All Weather" Retirement Strategy — a framework designed to help clients maintain financial stability through varying market conditions. Corrigan's CRC designation reflects specialized training in retirement income planning, and the firm's service area extends across Monroe County communities including Pittsford, Penfield, Fairport, Honeoye Falls, Perinton, and Victor.

Location & Neighborhood

Rochester Wealth Solutions operates out of Pittsford Place Mall at 3300 Monroe Avenue, a six-acre mixed-use property situated on one of the Rochester area's busiest commercial corridors. The building sits between Route 590 and the Village of Pittsford, directly across from Pittsford Plaza and the flagship Wegmans store. Monroe Avenue in this stretch is lined with national retailers and restaurants, and the office is a short drive from Nazareth University. With over 47,500 cars passing daily, the corridor offers easy access from surrounding suburbs throughout the east side of the metro area.

Address

3300 Monroe Ave, Suite 213

Rochester, NY 14618

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Last updated May 14, 2026