Broker Check

How We're Helping Our Clients During These Turbulent Times

March 27, 2020

What we are doing for your benefit

  • Our team is working remotely and readily available at (585) 350-7273 to address any questions or concerns.
  • Conducted a “Family Business COVID-19 Survival Guide Webinar” 
  • The team is conducting Webex client meetings. We truly believe that connecting with our clients is paramount.
  • Reviewing the market and ensuring your investments are handled with the care they deserve!
  • We have been preparing for this with you for years now.  Although, we didn't anticipate this, we know that your financial situation is set up to properly address your particular needs and objectives.
  • We are offering COMPLIMENTARY business consultations for business owners to help them think through how to navigate Covid-19.
  • We are happy to meet with your friends, relatives and colleagues to provide a complimentary second opinion.  Including: Investments, tax reduction strategies, estate distribution review, retirement income planning and business owner strategy, growth and transition planning.

  • Fireside Chats each Friday at 2:00 p.m.



Tools for the Family Business to Weather the Storm


This is a fluid situation. We have weathered the tech bubble, 9/11 and the 2008 financial crisis, and we believe we can survive this tumultuous time as well.

Our team is available remotely by contacting (585) 350-7273 and will continue to work remotely conducting Webex or phone meetings to stay in contact with clients.


Here is a list of all team members email:

Client Relations Manager:

Practice Manager:

Registered Financial Associate:

Family Wealth Advisor:



The COVID-19 storm is upon us and is disrupting our lives in many ways. As a team we have been closely following the guidance given by the CDC and by state and federal authorities. Our highest priority is the health and safety of our clients.

Our team wants to help you adopt the three aforementioned mentalities and actions so that you and your team can find hope in this stressful storm.  Therefore, we have come up with the following…


Each week, we’ll give you an update on the market as it currently sits, present our most frequently asked questions of the week, share planning and tax reduction strategies and provide you with steps you can be taking in the next week to ensure that you continue keeping your financial household healthy. Then, we’ll open up the lines for interactive Q&A for clients to talk about struggles they’re facing, and any questions they have that might help others on the call.

We welcome you to join this interactive series, and we hope that you will join us this Friday, April 3rd at 2:00PM EST. We welcome you to invite family, friends and colleagues to this interactive series as you see fit.

You can access our webinar by clicking on this link 5-10 minutes before the meeting begins: . We will send out a reminder email 20 minutes before the meeting begins.  Email in advance to be added to our reminder list.

Please know that our team will continue to provide an innovative and stress-less experience to ensure that you and your team are cared for.

We will update this page as the situation warrants it. Please stay safe!

Your Family Wealth & Legacy Team