Invessent
Financial Services - Rochester, NY, us
Invessent Employees
Invessent Senior Management
Invessent Details
Investment and wealth management advisory firm specializing in a client-centered approach that includes devising and implementing customized plans for each relationship. Areas of expertise: Open-architecture, independent, cost-sensitive and multi-custodian platforms that support investment advisory solutions whether working with business owners, high-net-worth individuals or retirees seeking to engage with a fee-only fiduciary committed to acting in each client's best interest. Our value-driven approach is predicated on a 360-degree perspective on each client and/or engagement.AREAS OF EXPERTISE:◉ Wealth Management◉ Succession Planning◉ Eldercare Planning◉ Investment Advisory Services◉ Retirement Planning◉ Retirement Accounts◉ 401(k) | SEP◉ Estate Planning◉ Buy-Sell Agreements◉ Corporate Stock Options ◉ Effective Tax Strategies◉ Business Planning
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