200 Meridian Centre, Suite 150
Rochester, NY 14618
585.350.7273
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Family

If you’d trade your financial wealth

for a happy and healthy family,

we’d love to help you!

Wealth

If you’re willing to invest

not only in the financial capital but in the relational,

human and intellectual capital of the family,

we’d love to help you!

Legacy

If you’d like to live your legacy,

not just leave one,

we’d love to help you!

You're not Financial Planning — You're Building a Legacy

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