Creating & Preserving Wealth for Generations
Reliable Retirement Income
Nobody wants to outlive their money. It’s David's job to prevent that. David’s credentials allow him to assist clients in pre- and post-retirement needs. He can also assist with asset management, estate planning and other retirement planning processes using models and techniques based on his clients’ situation. By having these credentials, David can help to better ensure that his clients are able to enjoy and depend on their income for many years following their retirement. David takes care of his clients and their futures, just as he does for his own family.
Family First
David puts family first—his and yours. In other words, family is his priority, so he understands that his clients feel the same way. David knows that his clients care about their futures and taking care of their families by putting the right plan in place. Working side by side, David guides his clients every step of the way to create a customized strategic plan of action for long-term success. He has earned the trust and confidence of his clients and has developed long and satisfying relationships over the years.
David invests in his clients who ultimately invest in him.
David is on the board for the Rochester Area Business Ethics Foundation and is the past president of Fairport Baseball Booster Club. For David, community is so important, and family is everything. He and his wife Tammy live in Fairport. They are coping with being "empty-nesters", now that both of their sons have gone off to college.
Financial
Planning
Department
One of the many benefits of working with a Sage Rutty Advisor is the access you receive to our Financial Planning Department.
Led by Aaron Young, MSPFP, CFP®, CRPC®, CHSA®, AIF®, and Vince Carson, CPA, our Financial Planning Department provides decades of experience in the Financial Planning realm.
