Rochester Wealth Solutions

Rochester Wealth Solutions is a professional financial services firm located in Monroe, NY, specializing in retirement planning and wealth management for high-net-worth individuals. With over six decades of combined experience, the firm offers personalized strategies to ensure clients don't run out of money in retirement. Given their estimated 1-5 employees, they could save up to $5,950 annually through our EBP, which would significantly reduce their tax burden. The decision-making process likely involves the Certified Retirement Counselor® (CRC®) and financial advisor, who would be motivated by the cost savings and the potential to enhance their competitive benefits package to attract and retain top talent. The firm’s focus on high-net-worth individuals and retirement planning makes them an ideal candidate for our EBP, as it aligns with their need for ongoing financial monitoring and risk management.