Work With Jesse
Comprehensive wealth management.
Always in your best interest.
Anywhere in the United States.
Most of my efforts are focused on 50 - 65 year olds
facing retirement with $2M - $10M in traditional retirement accounts
...and a tsunami of required minimum distributions on the way.
I help them navigate the complexity that lies ahead.
Would you like to see if we're a good fit?
Who Does Jesse Work With?
Jesse works with individuals and families seeking an ongoing financial planning relationship that is always in their best interest.
While Jesse's colleagues work with a wide range of investors, most of Jesse's practice is focused on 50 - 65 year olds facing retirement with $2M - $10M in traditional retirement accounts...and a tsunami of required minimum distributions on the way.
Jesse and his colleagues uphold the highest fiduciary standard - both legally and ethically - and work for an independent wealth management firm, not underneath the "mothership" of a Wall Street broker, an insurance company, or a big bank.
Jesse does not offer static, one-time planning services. Here's why.
The More Complex, The Better
Jesse works at a ~40-employee fiduciary wealth management firm in Rochester, NY. The staff includes 7 CFP financial planners, 6 CFA portfolio managers, 2 CPA accountants, and a JD attorney specializing in trusts, estates, and taxation. That said - we do not file taxes or write legal documents. We only focus on wealth management.
The goal of such a credentialed staff is to handle the most complex financial questions any family will face.
Who Are Some Example Clients?
- Business owner seeking an exit in 2 years. What needs to occur between now and then?
- High-earning couple (attorney + doctor) looking to invest wisely and tame their tax bill.
- VP @ Google with ISOs, NSOs, and RSUs. Needs diversification while minimizing capital gains taxes.
- Retired business owner. Her previous advisor - a broker - only offered stock-picking advice.
- Inheritor of generational wealth, seeking family office services.
- Hard-working couple, retiring with $4M, vital that their retirement "works"
What Service Should Clients Expect?
Our credentialed staff offers a wide range of services to a dynamic clientele.
Yes, we manage portfolios and plan for clients' retirements. But our clients require more specialized guidance for whatever unique need they face today, tomorrow, or in the years to come.
We are a high-touch, service-oriented firm. We are proactive in our advice to you.
We hope to work with clients for the rest of their lives. Our services are ongoing for an annual fee. We do not offer hourly advice or templated, static financial plans.
What If I Just Have a Question for Jesse?
Not sure where to start? Start here: 16 important questions to ask any financial advisor.
And a great podcast episode about how to approach and what to ask a financial advisor.
Not everyone is a good fit for our firm, but you're always welcome to send me a question to [email protected]. I answer every email, and frequently use audience emails to inspire future articles and "Ask Me Anything" podcast episodes.
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