CAPTRUST’s Rochester-based advisors specialize in providing comprehensive wealth management services to high-net-worth individuals, business owners, and families.
500 Linden Oaks #210
Rochester, NY 14625
Phone: 585.473.3333
Mon–Fri, 8:00 am–5:00 pm
Whether you want wealth planning and portfolio management, help with family governance and philanthropic strategies or something different, our financial advisors are ready to help.
CAPTRUST’s Rochester office is the firm’s only location in Upstate New York. Local advisors specialize in investment and wealth management, private investments, and family office services. Through a team-based approach to financial planning, CAPTRUST Rochester is dedicated to helping clients achieve their long-term financial goals.
Principal | Financial Advisor
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Principal | Financial Advisor
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Senior Associate | Wealth Planning
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Vice President | Financial Advisor
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Senior Financial Advisor | Investments
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