With every potential new client, we are determined to help match them with the advisor that fits them best. 

Sage Rutty & Company is a family-owned business, which is why we are so family-focused. We’re not a huge corporation, nor do we have multiple locations. But what we do have is a long-standing history of providing quality financial planning services to a community we love. And nothing is bigger or more important than taking care of others, especially when it comes to the families we serve.

All of Sage Rutty's advisors are independent.  They have their own investment philosophy and operate their practices the way they see fit.  Not every one of our advisors is going to be a good fit for you - which is fine.  Good fits don't last decades, and good fits don't work with multiple generations of family members - that type of relationship is only reserved for a perfect fit.      

With every potential new client, we are determined to help match them with the advisor that fits them best. 

We have 20 unique advisory teams here at Sage Rutty, and we are confident that the perfect advisor for YOU is waiting to meet you today. 

If you need help in finding the right advisor, we urge you to explore our website.  You'll notice that all of our advisor pages look a little different - that is because all of our advisors do things a little differently.  

If you're still having trouble deciding who to work with, many of our advisors teach free seminars which gives you an opportunity to get to know them in a stress-free, sales-free, no obligation environment.  If all else fails, please call Wayne Holly, our President, at 585-512-2300 or email him at and he will be happy to guide you.


A lot has happened since 1915


Sage Rutty is different.  Find out how, and why.


As a full-service Wealth Management Firm, there is a lot we can do for you.

Our people

What really sets us apart is our people.  

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Sage Rutty and Company, Inc.   100 Corporate Woods, Suite 300   Rochester, New York 14623 
phone tel:
585.232.3760   fax 1.866.902.0273   toll free 1.800.733.1133

© 2021 Sage Rutty. Sage Rutty is a trademark of Sage Rutty and Company, Inc. Members: FINRA and SIPC