Wealth Design Services Inc | Financial Advisor in Rochester ,NY

940 Westfall Road
Rochester, NY 14618

Fee Only All The Time


About

Wealth Design Services is a NAPFA registered firm providing integrated investment, tax and financial planning to individual clients. We are located in Rochester New York. We are fee only and our advisors are CPAs holding advanced degrees.

31 Years of Experience



General Information
Firm Start Year:   2004
No.of Employees:   2-4
Name of Custodial Firm:   Charles Schwab; SEI Trust Company
States Licensed in:   NY
Number of Years with Current Firm:   4
Work Experience:   Tax Partner, Regional Public Accounting Firm 1984-2004
I work with the following types of clients:   Individual Investors


Services
Investment Types:   Exchange Traded Funds (ETFs) , Annuities , Mutual Funds , Bonds , Stocks , Insurance
I can meet clients in the following ways:   Via phone , Via email , At my office


Qualifications & Memberships
Financial Organization Memberships:   National Association of Personal Financial Advisors (NAPFA) , American Institute of Certified Public Accountants (AICPA) , Paladin Registry
Non-Financial Organization Memberships:   New York State Bar Association


Firm Information
Advisor's Number of Clients:   135
Advisor's Number of Managed Clients:   20
Advisor's Number of Planning Clients:   35
Assets Managed by Advisor:   $40,000,000


Compliance
Registered Investment Advisor:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation & Fees
Fee Structure:   I am a fee-only financial professional
Minimum Portfolio Size for New Managed Accounts:   $250,000
Compensation Methods:   Flat Fee , Hourly , Based on Assets



FAQs

Steven Schwartz

Steven Schwartz

CPA, PFS

Office Hours

Mon. 8:30 AM - 5:00 PM
Tue. 8:30 AM - 5:00 PM
Wed. 8:30 AM - 5:00 PM
Thu. 8:30 AM - 5:00 PM
Fri. 8:30 AM - 5:00 PM