First Vice President, Financial Advisor

Connor Holly, CFP®

cholly@sagerutty.com

585-512-2342

My Process

My Team

My Life

PROBLEMS I

SOLVE

Wealth Management

How can your portfolio be constructed so that you can experience growth without unnecessary volatility and fees?

Financial Planning

How can you retire when you want without jeopardizing your current lifestyle?

Cash Flow
Planning

How do you turn your retirement accounts into a recurring paycheck without running out of money?

Tax
Management

How can you invest your money in the most tax efficient manner?

WEALTH MANAGEMENT

MY PROCESS

PERFORMANCE & COSTS: If an active fund cannot outperform it's benchmark in a given asset class, we will use an ETF.

2

ONGOING GUIDANCE: As markets change, so will your portfolio.

4

1

UNIVERSAL MUTUAL FUND SCREEN: Only the best performing active funds make it through the first round.

3

PORTFOLIO CONSTRUCTION: Portfolio's are broken into three categories with more or less allocated to each depending on the individual goals.

WEALTH MGMT

Team

Connor Holly, CFP

& MY TEAM

Connor B. Holly,CFP®
First Vice President, Financial Advisor

Preparation and planning with a personal approach.

“There’s nothing more important than planning for the future, and for the future of our kids. That’s why my focus is helping clients and their families build, manage and protect their wealth.

No matter how close—or how far—you are from retirement, having a solid plan in place is critical for your financial future. And while retirement may seem far away, it’s always closer than we think. Time flies and families grow. Things change, and it’s my job to help my clients prepare regardless of what life may bring.”

Connor is a family man. He and his father, Wayne Holly, work together to provide clients with a focused financial plan that is tailored to their individual needs and personal preferences.

A graduate of the State University of New York at Fredonia with a Bachelor of Science in Business and Finance, Connor is a Certified Financial Planner Practitioner™. He is also the past Chair of the Big Brothers Big Sisters of Greater Rochester Board of Directors.

When Connor’s not in the office, you’ll find him with his family. Or fishing. Or Kayaking. Or Golfing. Or Skiing. Or Hunting.