What's your story?



Each of our clients has a unique story. At Wealth Management Group, we are committed to helping you live the story of your dreams - a life that's important to you - by ensuring your financial peace-of-mind. We've been our clients' trusted partner for nearly twenty years by carefully listening to their needs, concerns, and dreams. Our comprehensive approach seamlessly integrates an individualized mix of services, including: Financial Advisor Rochester NY



  • Financial Plans
  • Retirement Plans
  • Business Owner Plans
  • Investment Strategies
  • Tax Management
  • Insurance Portfolios
  • Estate Plans
  • Debt Reduction Strategies
  • Wealth Protection
  • Personal Guidance



We've also had the privilege of co-authoring many new chapters and alternate endings along the way.


Whether you're approaching retirement or just beginning your career; preparing to send your children to college or just starting a family - it's never too early or too late to have the peace-of-mind that your financial life is in order.  Call or write to set up an Initial Discovery Meeting and learn about everything we have to offer.  


We look forward to getting to know each other, and helping you write the rest of your story!


Your financial planning team,


 



Doug

Douglas R. Conoway, CFP®, ChFC®

Managing Principal


Adam

Adam Mark, CFP®

Director of Financial Planning


Bill

William Tortorice

Associate Vice President


Dan

Daniel Dwyer

Managing Director


Alex

Derek Donnarumma

Registered Assistant


Eric

Eric Schmidt

Administrative Manager


Chris

Christine Schmitz Koch

Client Relations Manager


 


Check the background of this firm on FINRA's Broker Check.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck