This is the human side of wealth management.
Through robust proprietary research and uncommon attention, we help clients design resilient portfolios and protect them from bad advice and industry distractions.
The Retirement Table
Small conversations. Big clarity.
Session: You’re Not Behind.
Wednesday August 19th 8 A.M. & 4 PM
Monroe’s
3001 Monroe Ave
Rochester, NY 14618
The Retirement Table is a series of small-group conversations created for people who want honest answers about retirement. Our first session, You’re Not Behind, explores the questions many people quietly ask themselves—but rarely say out loud. If you’re wondering whether you’ve saved enough, started too late, or simply want more confidence about what’s next, you’re not alone.
Join us around the table for practical guidance, meaningful conversation, and the clarity that comes from understanding your options.
No presentations.
No pressure.
Just thoughtful conversation about the retirement you’ve worked so hard to build.
Reserve your seat. Space is intentionally limited to keep the conversation personal.
Upcoming Event- Myths, Mistakes, & the Money You Deserve
Tuesday, June 23 @ 6:30pm | Thursday, Jun 25 @ 6:30pm
Monroe’s
3001 Monroe Ave
Rochester, NY 14618
A clear-eyed look at retirement, taxes, income, and the hidden rules most people never learn until it’s too late.
Surviving Retirement
March 2026
Myths, Mistakes & the Money You Deserve
January 2026
A human conversation about the real decisions that shape a secure, meaningful retirement.
Myths, Mistakes & the Money You Deserve
December 2025
A human conversation about the real decisions that shape a secure, meaningful retirement.