Integrity. Ethics. Expert knowledge & advice.
Proven track record. Dedicated partnership.
Sincere care & concern.

These are just some of the qualities you can expect from the people at Sage Rutty. Every member of our team represents the highest standards for professional service.

As a family-oriented firm though, it’s not enough to simply be the best at what we do. We must also be the best advocates for our clients — understanding their needs and responding with exceptional guidance and a dedicated commitment to build trusting, valuable relationships that result in achievable long-term plans for financial success.

To discover which Sage Advisor might be the best match for you and your needs, click on the Advisor Team directory to the right to read a personal profile of each team member. Or, if you'd like some more personal guidance about who to talk to, e-mail me (wholly@sagerutty.com) or give me a call on my direct line at 585.512.2300. I'd be happy to help you narrow your search based on your personal preferences, your specific financial goals and your legacy objectives.

Sincerely,

Wayne F. Holly
Chairman & President
Sage Rutty & Company, Inc.