Welcome! We are an independent financial planning and asset management firm in Pittsford, New York, that is committed to helping our clients establish and maintain their financial goals. We built our firm on the principle of working with clients to find solutions to the financial issues that are most important to them. As our client, your goals become the focus of our efforts; we are committed to you and what's important to you. Through our partnership with Commonwealth Financial Network®, a Registered Investment Adviser–broker/dealer, we provide access to a full range of wealth management strategies and solutions—from investments and insurance to tax and estate planning—along with the expertise and experience to match them to your needs at any stage of your life. This communication is strictly intended for individuals residing in the states of WI, NC, FL, WA, & NY. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Securities and advisory services offered through Commonwealth Financial Network®, Member www.FINRA.org, www.SIPC.org, a Registered Investment Adviser. Review our Terms of Use: www.commonwealth.com/termsofuse.html