Wealth Management

Rochester Associates, through its partners, offers a full range of wealth management services, allowing high-net-worth clients and companies to consolidate the management of their financial assets and to maximize their access to flexible financial alternatives. Some of the more prominent products include:

• Creating and implementing long-term asset allocation strategies individual to clients risk tolerance.
• Providing access to innovative investment ideas and opportunities.
• Developing customized investment strategies and options.
• Offering a full range of wealth management services, including trust and estate services.

Working hand-in-glove with your advisors, and bringing together the strengths of the Rochester Associates family as well as external best-in-class resources, we build an integrated approach to building and sustaining your wealth, laying the foundation for a relationship that will last through generations.

We believe our clients are best served by dedicated teams committed to delivering our comprehensive wealth management capabilities and global resources to meet their individual financial goals.

The strength of each team’s combined knowledge and experience provides a disciplined approach to portfolio strategy development and management. Outstanding client service is the hallmark of a Rochester Associates relationship.