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"I Look After the Financial Well-Being of My Clients and the People Who are Important to Them."

We're all just capital allocators, whether that capital is money or time or any other resource. Joe likes to allocate his energy to constant, measured improvement - in finances, fitness, athletics, etc.


How can we move the ball given our resources? How do we stay focused on our progress compared to where we were as opposed to where we want to be? How are you going to bridge the gap?


Joe's mentality of carefully planning and designing completely unique financial plans for his clients is something he is passionate about. With a bachelor’s degree in economics and focus in econometrics (financial forecasting) from the University of New Mexico, Joe continues to pursue new and unique ways to help clients invest wisely.

Joseph J. Nacca, CFP®

First Vice President, Financial Advisor 


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About Joe

About Joe

When it comes to financial advisors, he’s not your Average Joe.

You won’t find Joe Nacca doing what everyone else is doing. In fact, he applies his completely alternative philosophies to everything he does, including his work as a financial advisor as well as in his role as coach to some of the best ski racers around.

Joe has been in the financial planning game since 2003. He has a unique ability to connect with some of the most outgoing, entrepreneurial, successful individuals who are open-minded and eager to learn.

Joe’s clients benefit from working with a true professional. He may be a coach on the slopes and a financial advisor in the office, but his approach is always tailored to win. 

Joe lives in Fairport with his wife and two daughters. 


Meet Joe's Team


Kim Schulwitz, MBA

Financial Advisor


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Traci Passamonte

Registered Financial Services Associate


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Becca Templeton

Financial Services Associate


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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.

Contact Us
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