Investment Management

Financial planning

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

Investment

Management

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

Estate Planning

Legacy Planning, Trust Services & More

401(k)

services

Corporate Retirement

Plan Advisory Services

Fixed

Income

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.  

Sage Rutty Financial Advisors Logo
  • Facebook Social Icon
  • LinkedIn Social Icon

Sage Rutty and Company, Inc.   100 Corporate Woods, Suite 300   Rochester, New York 14623 
phone 585.232.3760   fax 1.866.902.0273   toll free 1.800.733.1133

© 2019 Sage Rutty. Sage Rutty is a trademark of Sage Rutty and Company, Inc. Members: FINRA and SIPC