Thoughtful Financial Guidance, Built Around You
Helping you find clarity, confidence, and a plan that lasts—one conversation at a time.
Matt Webster, CFP® is a Financial Advisor who brings a thoughtful and client-centered approach to every financial conversation. Originally from Fayetteville, NY, Matt discovered his passion for finance while studying economics at SUNY Geneseo. That passion quickly grew into a career dedicated to helping others find financial clarity and long-term success.
Matt began his career in financial services with Equitable Advisors and went on to earn both the Chartered Financial Consultant® (ChFC®) designation and the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification. These designations reflect his commitment to ongoing education, ethical standards, and delivering comprehensive, individualized financial guidance.
At Sage Rutty & Company, Matt focuses on financial planning, budgeting, tax strategies, savings alternatives, and retirement planning. He believes the most successful plans start with listening—truly understanding each client’s unique goals and challenges—and providing guidance that’s clear, informed, and rooted in trust.
Matt’s work complements Sage Rutty’s mission to help clients take control of their financial futures with confidence. Whether helping someone establish a savings plan or navigate retirement income strategies, he’s committed to empowering clients at every stage.
Outside of the office, Matt lives in Penfield with his girlfriend. He enjoys staying active, spending time outdoors, and continually learning—bringing the same energy and balance to his personal life that he brings to his work with clients.
Sage Rutty Advantage
Working with Matt means benefiting from the full resources of Sage Rutty & Company, Rochester’s oldest locally owned investment firm. From dedicated financial-planning and Medicare specialists to a deep bench of research and service professionals, you gain a team committed to helping you take control of your financial future with confidence.
Matt's Approach
Listen. Plan. Empower.
Matt believes the best financial plans start with a genuine conversation. Whether you’re establishing a savings plan, navigating tax strategies, or planning for retirement, he takes the time to learn your story and craft a strategy that fits your life.
Matt's Team
Strength in teamwork, focus on you.
Our team is committed to providing personalized guidance to help you achieve your financial goals. With diverse expertise and a passion for excellence, we work collaboratively to develop tailored strategies that align with your unique needs.
