Investment Management

Financial planning

“A goal without a plan is just a wish.”



From Portfolios to Profit Sharing Plans, we're here to help

Estate Planning

Legacy Planning, Trust Services & More



Corporate Retirement

Plan Advisory Services



Treasuries, Bonds, Muni's & More

One Size Does NOT Fit All

Just as every client has unique investment goals, every Sage Rutty advisor has a unique approach to Investment Management.  


Whether you are looking for custom portfolios, third-party money managers, passive or active options, fixed-income portfolios and more; there is a Sage Rutty advisor for you.  

While there are many different strategies and products available for our clients, below is a list of some of the things your Sage Rutty advisor can do for you.


If you are not yet a Sage Rutty client, and need help identifying the right fit for you, give our President, Wayne Holly a call.    At Sage Rutty, we know...

You may like all of our Advisors, but you are going to LOVE one of them.  

  • Risk Management

    Forecast.  Evaluate.  Mitigate

  • Asset Allocation

    Balance Risk & Reward

  • Cash Flow Analysis

    Know What's Coming In & Out 

  • Retirement Income

    No More Paycheck? No Problem

  • Insurance Analysis

    What Kinds? How Much?

  • Business Succession

    Smooth.  Equitable. Transition

  • Portfolio Management

    Match Investments to Objectives

  • Securities Analysis

    Finding Proper Value

  • Education Savings

    For Your Child/Grandchild's Future

  • Long-Term Care Plan

    Be Prepared

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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