Building 4A, Suite 206 Rochester, NY 14618
Phone:
- (585) 241-5900
Fax:
- (585) 244-5416
E-mail:
Our Services
At Wealth Management Group, we recognize that no two households are alike in needs, goals, or dreams. This is why we work so hard to understand your values and priorities...
Our ServicesContact Us
Ready to begin your journey towards financial peace of mind? We'd love to hear from you, contact us today!
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...
Newsletters
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Return of Premium Life Insurance: Protection and Cash Back
This article provides an overview of the pros and cons of a type of term policy – return of premium life insurance.
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A Financial Wellness Plan Can Help Pave the Road to Retirement
This article outlines four elements of financial well-being and offers suggestions to strengthen financial wellness.
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Key Retirement and Tax Numbers for 2021
IRS cost-of-living adjustments affect retirement plan contribution limits and certain tax considerations. Explore these 2021 adjustments.
Calculators
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
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Car Affordability
How much can you afford to pay for a car?
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Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 72.
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Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.