For over 100 years, we’ve helped Rochester families create and preserve wealth for generations. As the oldest, locally-owned financial services firm in the Rochester area, we have consistently delivered on our commitment to invest and manage our clients’ money as if it were our own. Today, we have a time-honored relationship with Rochester itself and are proud to count a number of second and even third-generation clients among those we serve.

Investment Management

Sage Rutty & Co., Inc

Wayne F. Holly

Tabitha McGurk

Kayla Ernisse

Chsa® Shannon Meyer

Lisa Reichart

Amy Singer

Connor Holly

Samantha Healey

Erin Garrett

Vince Carson

Victoria Vcferren

Rob Lohwater

Financial Services Associates

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Teams at Sage Rutty & Co., Inc

Financial Services Associates

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Teams at Sage Rutty & Co., Inc

Financial Services Associates

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