Professional Wealth Management Services in Rochester, NY
Discover Rochester Wealth Solutions where we focus on one thing and one thing only – making sure you don’t run out of money in retirement. See how our proprietary retirement strategy can help you plan for a successful retirement. Learn more by scheduling an initial consultation free of charge.
Get Your Retirement Analysis Now!
Investment Minimum $500,000
Will your retirement be successful?
Hello, I’m Matthew M. Corrigan, Certified Retirement Counselor® (CRC®) and financial advisor located in Rochester, NY. As founder of Rochester Wealth Solutions our team has over six decades of experience in financial planning and investment management. I’m determined to help guide you on the path of financial independence.
Our Process
Here is a step-by-step overview of the process we follow when working with clients:
1
No Cost, No Commitment Review
We understand that retirement planning can be overwhelming, which is why we offer a no-cost, no-commitment review. During this review, you will have the opportunity to discuss your retirement goals and financial situation without any obligation to move forward. Take advantage of our independent and personalized analysis. Get your no-cost review today!
2
Financial Planning
Rochester Wealth Solutions offers comprehensive financial planning services that help clients build a comprehensive plan to pursue their long-term financial goals. We analyze clients’ current financial situation and help them set realistic goals and a roadmap to work toward them. This includes retirement planning, tax & estate planning strategies, risk management and more.
3
Investment Management
Rochester Wealth Solutions provides customized investment strategies to help clients grow their wealth and pursue their financial goals. We use a data-driven approach to create portfolios that are tailored to each client’s unique risk tolerance and investment goals. Our investment strategies are designed to help clients pursue their long-term financial objectives while managing risk.
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Ongoing Reviews & Monitoring
We offer ongoing reviews and monitoring of your financial plan to ensure that it remains aligned with your goals and changing life circumstances. We periodically review and assess your financial plan, providing recommendations and adjustments as needed. We strive to be your families CFO and trusted advisor for all things financial.
Services
Expert Wealth Solutions in Rochester, NY
Harness the power of local expertise with Rochester Wealth Solutions, where we merge deep market insights with innovative financial strategies to guide Rochester residents towards achieving their financial goals.
Financial Planning
Elevate your financial health with our financial planning services. We tailor a strategy that aims to align with your goals.
Financial Advisor
We offer personalized wealth management solutions to help you pursue financial freedom.
Wealth Management
Our wealth management services provide comprehensive strategies to grow, manage, and preserve your assets.
What Makes Us Unique
Why Choose Rochester Wealth Solutions?
Personalized Financial Strategies
We recognize that every client has unique financial goals and challenges. Our team is dedicated to crafting personalized financial strategies that align with your specific needs, ensuring custom tailored solutions.
Respected Track Record
With more than $100M of client assets under management, our commitment to excellence is well-established. Our clients' satisfaction and success is a top priority and speaks volumes about our commitment to providing superior services.
Lifetime Partnership
Our commitment to you doesn't end after the initial consultation. We offer ongoing support and guidance, so that your financial plans adapt and evolve with your life changes. We strive to be your families CFO for all things financial.
Client Satisfaction
We are dedicated to exceeding your expectations at every step, from the initial consultation to the implementation of your financial plan. We work hard to provide exceptional service throughout your financial journey.
Constant Communication
Your financial confidence is our top priority. We understand that financial concerns can arise at any time. That's why we're always available to address your questions and provide the support you need.
Certified Experts
Our team consists of highly trained, experienced professionals who bring a wealth of expertise to the table. You can feel confident that you are in capable hands with Rochester Wealth Solutions.
About Us
Matthew M. Corrigan, CRC
Matthew M. Corrigan, CRC is a highly-skilled and knowledgeable financial advisor who has dedicated his career to helping clients pursue their retirement goals. With over two decades of experience his expertise and deep understanding of financial markets, investment strategies, and risk management make him a knowledgeable and valued advisor to his clients. He also holds the “Certified Retirement Counselor” (CRC) designation, giving him a deep understanding of the unique challenges and opportunities faced by retirees.
As a CRC, (conferred by InFRE®), Matthew M. Corrigan has completed extensive coursework and training in retirement planning and is committed to staying up-to-date on the latest strategies and best practices in the field. He takes a holistic approach to retirement planning, considering all aspects of a client’s financial situation to create a customized plan that addresses their specific needs and goals.
Thomas R. Metzler, Financial Advisor
Thomas R. Metzler is a seasoned financial advisor with a track record that spans over four decades, during which he has dedicated himself to the needs of his clients. Thanks to his deep understanding of financial markets, investment strategies, and risk management, Tom has been a trusted and valued advisor to his many clients over the years. However, what truly distinguishes Tom is his unwavering dedication to prioritizing his clients’ needs above all else.
View the background of this investment professional on FINRA’s BrokerCheck HERE.
The "All Weather" Retirement Strategy
Our proprietary retirement strategy developed over decades of experience. (disclosure) All investing involves risk including loss of principal. No strategy assures success or protects against loss in a declining market. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
FAQ
Frequently Asked Questions
Answering your questions about our financial services.
Working with a financial advisor can bring many benefits to clients. Here are some of the key advantages:
Expertise and Knowledge: Financial advisors have the knowledge and expertise to help clients navigate the complexities of financial markets and investments. They can help clients make informed decisions and avoid costly mistakes.
Personalized Advice: Financial advisors can provide personalized advice based on each client’s unique financial situation, goals, and risk tolerance. They can help clients develop a customized financial plan that is tailored to their specific needs.
Goal Setting: Financial advisors can help clients set realistic financial goals and develop a plan to pursue them. They can monitor progress towards these goals and make adjustments as needed to keep clients on track.
Portfolio Management: Financial advisors can help clients manage their investment portfolios and make informed decisions about asset allocation, diversification, and risk management. They can help clients pursue returns while addressing risk.
Retirement Planning: Financial advisors can help clients plan for retirement by developing a comprehensive strategy that takes into account factors such as savings, investments, social security, and pension benefits.
Tax Strategies : Financial advisors can work with your CPA to help make tax-efficient choices relating to personal investment decisions.
Estate Planning Strategies: Financial advisors can work in conjunction with a clients attorney to help plan for the transfer of their wealth to future generations by developing an estate plan that addresses taxes and ensures their wishes are carried out.
In summary, working with a financial advisor can bring many benefits to clients, from customized advice and personalized financial planning to retirement planning, tax planning strategies, and estate planning strategies. With a financial advisor’s help, clients can pursue their financial goals and long-term retirement dreams.
An investment and insurance review is an assessment of your existing investments and insurance policies to ensure that they are aligned with your financial goals and that you are getting the best value for your money. We can help you identify any gaps in your plan and make recommendations to help address your overall financial situation.
Financial planning is the process of creating a plan to pursue your financial goals. We can help you assess your current financial situation, set realistic financial goals, and create a plan to pursue those goals.
Investment management is the process of managing your investments in pursuit of your financial goals. We can help you choose suitable investments, manage risk, and monitor your portfolio to help you stay on track as you work toward to your financial goals.
Legacy planning is the process of planning for the transfer of your wealth and assets after you pass away. We can work with your estate attorney to help you create a plan that ensures your wealth and assets are transferred in accordance with your wishes.
We offer a wide range of retirement planning services, including financial planning, financial advice, investment management, stocks, bonds, mutual funds, exchange traded funds, alternative investments, annuities, REIT’s, UIT’s, tax planning strategies, legacy planning, life insurance, disability insurance, long term care insurance, medicare supplements, budgeting and much much more…
All client accounts are held at LPL Financial Inc. Each client has an account at LPL Financial, solely in their name and each security is always in the client’s name, never in Rochester Wealth Solutions name. Rochester Wealth Solutions has selected LPL Financial as our Custodian and Broker/Dealer because they are the largest independent Broker/Dealer in the United States holding over $1 trillion in client assets. LPL is a Fortune 500 company and publicly traded on the NASDAQ (ticker: LPLA). Additionally, LPL provides exceptional technology and back office operations to our clients. Learn more at www.lpl.com. (*As reported by Financial Planning magazine, 1996-2022, based on total revenue).
When we place a trade in a client account, LPL Financial promptly notifies the client of the transaction details and complete terms of the purchase or sale. Additionally, clients receive monthly statements direct from LPL Financial that comprehensively list each position held in their account, including their respective values, as well as any dividends and interest credited to the account. To ensure continuous and seamless monitoring, clients can easily track their accounts online and through a mobile app, accessing real-time information on their investments.
Rochester Wealth Solutions minimum client size is $500,000 and may be comprised of several accounts such as cash accounts, retirement accounts, etc.
Rochester Wealth Solutions bills client accounts quarterly for portfolio management services. The fee is based on a percentage of the portfolio value and is agreed upon prior to account opening. Notably, we offer a decreasing fee structure for accounts exceeding $1,000,000. This approach reinforces our commitment to aligning our interests with our clients’ interests. Our fee structure ensures that our interests are directly linked to the growth of our clients’ portfolios, and we do better only if our clients’ portfolio grows.
