Wealth Strategies & Solutions, Ltd.

Wealth Strategies & Solutions, Ltd. is an SEC-registered investment advisory firm located in the Town of Henrietta, just south of Rochester, NY. The firm is led by Robert J. Baldes Jr., who holds the Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), and Accredited Estate Planner (AEP) designations. Baldes brings more than three decades of experience in the financial services industry to the practice, having previously served as Director of Financial Planning for an affiliate of a multi-partner CPA firm in the Rochester area.

The firm provides three core advisory services:

• Financial planning — comprehensive planning tailored to individual circumstances
• Portfolio management — investment management for individuals and small businesses
• Third-party adviser selection and monitoring — evaluating and overseeing outside investment managers on behalf of clients

Fees are generally structured as a percentage of assets under management, with separate fees applied for monitoring third-party managers. Specific pricing is negotiated directly with each client based on the complexity and scope of the engagement. Wealth Strategies & Solutions is registered to provide advisory services in New York State.

Wealth Strategies & Solutions operates as a single-adviser practice, with Baldes personally managing client relationships. He holds a General Securities License (Series 7), a General Securities Principal license (Series 24), and an Investment Advisor Representative license (Series 65), along with various state insurance licenses. Baldes is a member of the Estate Planning Council of Rochester and the National Association of Estate Planners and Councils, and is a past president of the Society of Financial Service Professionals. This estate-planning background positions the firm as a resource for clients navigating wealth transfer and legacy considerations alongside day-to-day portfolio management.

The office sits at 900 Jefferson Road, Suite 301, in the Town of Henrietta — a commercial corridor south of Rochester near the intersection of Jefferson Road and East Henrietta Road. The area is part of a larger office and commercial complex close to the Genesee Valley Regional Market grounds. Interstate 390 is minutes away, making the location accessible from most parts of the greater Rochester metro area. Visitors should look for Suite 301 on the third floor of the building. For current hours or to schedule a consultation, contact the firm directly at (585) 678-6950.