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

The Financial Services Associates team at Sage Rutty & Co., Inc. is dedicated to providing personalized wealth management and investment strategies to clients. This team is comprised of both registered and non-registered associates who work collaboratively to understand client goals, offer tailored financial advice, and ensure the effective management of investments, all while fostering long-term relationships built on trust and expertise.

Financial Services Associates

Financial Services Associates

About

Team members