Curt Ehrlich and Dave Swain form a dedicated financial advisory team at Sage Rutty & Company, uniquely positioned to help clients navigate retirement and build lasting wealth. With decades of combined experience in financial planning, investment strategies, and personal service, they share a common foundation rooted in public service—and a deep commitment to their clients’ futures.

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Curt’s career began with over 20 years as a financial investigator with the Rochester Police Department, where he developed a keen eye for detail and a distinctive perspective on the financial world. His work gave him extensive expertise with New York State Pension Systems and Deferred Compensation plans, making him an invaluable guide for those navigating complex retirement options.

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Dave spent more than two decades in law enforcement as well, including time as a member of the SWAT team and different task force teams. He spent most of his career as an investigator  where his leadership, strategic thinking, and calm under pressure that defined his service now serve his clients—helping them approach complex financial decisions with clarity and confidence.

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Today, Curt is a fully licensed investment professional holding his series 7, series 66 and is licensed in Life and Health Insurance. He also holds a Master of Science degree in Finance with an emphasis on securities analysis and portfolio management, offering sophisticated insight into markets and portfolios.

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Dave is also a fully licensed investment professional, holding his series 7, series 66 and is licensed in Life and Health Insurance. In addition to his licenses, Dave is a Certified Financial Planner® (CFP®)—a designation that reflects rigorous training, high ethical standards, and a commitment to putting clients first. His CFP® credentials help his clients receive thoughtful, personalized strategies grounded in education and proactive planning, giving them confidence and clarity at every step. He also holds a Bachelors Degree of Science  in Psychology from SUNY Geneseo.

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Whether working through pension, 403(b), 457, or 401(k) plans, or mapping out long-term wealth management goals, Curt and Dave simplify the financial journey and protect each client’s future with the same dedication they once brought to serving their communities.

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Outside the office, Curt and his wife love exploring the Adirondacks, traveling the country by truck, biking, hiking, and taking on home renovation projects. Most of all, Curt cherishes his role as a proud grandfather, enjoying every moment spent with his grandchildren. Dave and his wife Erin delight in traveling, visiting Finger Lakes wineries, and helping at her family’s equestrian farm in Ithaca. Their shared love of the outdoors and strong family ties mirror the values they bring to every client relationship.

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Whether you’re preparing for retirement, growing your investments, or navigating complex benefit plans, Curt and Dave stand ready to help—with the same integrity, dedication, and steady guidance that have defined their careers from the start.