Services & Specialties
Overall Financial Integrations
Socially Responsible Investing
Read Zach's Socially Responsible Investing Guide
Zach in the News
About the Armstrong Team
Zachary Armstrong, CFP®
First Vice President, Financial Advisor
Zach works with clients on numerous issues including, but not limited to, making investment recommendations, assisting with insurance needs planning, and putting a plan in place for college savings. Zach also spends much of his time specializing in providing personal retirement planning and projections for his clients. Overall, he aims to deliver solutions for all of his clients’ financial planning needs. In addition to his Certified Financial Planner® designation, Zach also holds his Series 7 and 66 licenses as well as Life, Accident, and Health Insurance. He is a graduate of the University of Rochester.
Financial Services Associate
Sara Groschadl joined Sage Rutty as a Compliance Associate in 2018. She worked closely with our Chief Compliance Officer and the advisor teams to effectively manage risk and remain in compliance with various regulatory authorities. She recently made the jump over to the client facing side of Sage Rutty, assisting clients meet their financial goals. Sara earned her Bachelor’s degree in Childhood and Special Education from St. John Fisher College. Her varied experience includes owning and running an equine facility locally as well as a background in Medicare law and appeals.
Investing Through the Pandemic & Beyond
Coronavirus has drastically effected the economy and the investment markets. The events that unfolded have really highlighted how you should think about investing to make it through the Pandemic and have success long after it is over. Come learn how investing has truly changed and how to approach your risk and your investment return for optimal success going forward.
How the Election Could Impact Your Finances
The results of the election could have a major impact on your finances. Either red or blue, the result will dictate how to think about your investments and taxes in the coming years. Join me to learn about specific tax changes that have been proposed, moves that may make sense pending the election outcome, and what you could do to potentially save money on taxes and in your investments long-term.
Tax & Estate Planning for High Net Worth Investors
In this workshop, We will explore a number of powerful tax-savings strategies to consider implementing now, including how to grow your portfolio in a tax-efficient way. Join us to learn how to reduce your capital gains tax so you keep more of the money you make. We will also highlight some of the simple changes you can make today to pass more money to your heirs.