Insights

Growth potential Mid-sized independent advisor with revenue in the lower/mid seven figures and a focused client service model presents an opportunity to upsell scalable tech and practice management solutions to enhance efficiency, client experience, and advisory capacity.

Technology fit Existing tech stack includes web and analytics tools (Google Analytics, Tag Manager, Search Console) and standard web infrastructure. This suggests openness to strategic technology upgrades such as CRM integration, cybersecurity hardening, data analytics, and digital onboarding to modernize operations.

Compliance readiness HSTS and Windows Server usage indicate basic security posture, with room to strengthen with advanced cybersecurity services, regulatory readiness, data protection, and audit-ready reporting to support growth and trust with clients.

Competitive positioning Positioning as highly personalized, education-driven financial guidance contrasts with larger firms. Opportunity exists to offer scalable advisory platforms, marketing enablement, and client engagement tools that preserve this differentiator while expanding capacity.

Expansion enablement Small team (11-50 employees) in a regional market presents a target for partnerships in marketing, lead generation, succession planning, and practice expansion services to accelerate growth without compromising service quality.

Rochester Wealth Management Group, LLC Tech Stack

Rochester Wealth Management Group, LLC uses 8 technology products and services including Google Hosted Libraries, jQuery, Windows Server, and more. Explore Rochester Wealth Management Group, LLC's tech stack below.

  • Google Hosted Libraries
    Content Delivery Network
  • jQuery
    Javascript Libraries
  • Windows Server
    Operating Systems
  • KnowBe4
    Security
  • Google Tag Manager
    Tag Management
  • Google Analytics
    Web Analytics
  • Google Search Console
    Web Analytics
  • Stellar.js
    Web Tools And Plugins

Rochester Wealth Management Group, LLC's Email Address Formats

Rochester Wealth Management Group, LLC uses at least 1 format(s):
Rochester Wealth Management Group, LLC Email FormatsExamplePercentage
FLast@rochesterwm.comJDoe@rochesterwm.com
100%

Frequently Asked Questions

What is Rochester Wealth Management Group, LLC's official website and social media links?

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Rochester Wealth Management Group, LLC's official website is rochesterwm.com and has social profiles on LinkedIn.

How much revenue does Rochester Wealth Management Group, LLC generate?

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As of July 2026, Rochester Wealth Management Group, LLC's annual revenue is estimated to be $1M - $10M.

What is Rochester Wealth Management Group, LLC's SIC code NAICS code?

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Rochester Wealth Management Group, LLC's SIC code is 6282 - Investment Advice NAICS code is 52 - Finance and Insurance.

How many employees does Rochester Wealth Management Group, LLC have currently?

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As of July 2026, Rochester Wealth Management Group, LLC has approximately 13 employees across 1 continents, including North America. Key team members include Senior Account Executive Insurance Specialist: M. K.Financial Consultant: G. M.. Explore Rochester Wealth Management Group, LLC's employee directory with LeadIQ.

What industry does Rochester Wealth Management Group, LLC belong to?

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Rochester Wealth Management Group, LLC operates in the Financial Services industry.

What technology does Rochester Wealth Management Group, LLC use?

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Rochester Wealth Management Group, LLC's tech stack includes Google Hosted LibrariesjQueryWindows ServerKnowBe4Google Tag ManagerGoogle AnalyticsGoogle Search ConsoleStellar.js.

What is Rochester Wealth Management Group, LLC's email format?

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Rochester Wealth Management Group, LLC's email format typically follows the pattern of FLast@rochesterwm.com. Find more Rochester Wealth Management Group, LLC email formats with LeadIQ.

When was Rochester Wealth Management Group, LLC founded?

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Rochester Wealth Management Group, LLC was founded in 2005.
Rochester Wealth Management Group, LLC logo

Rochester Wealth Management Group, LLC

Financial ServicesNew York, United States11-50 Employees

Rochester Wealth Management Group, LLC operates in the financial services sector with a focus on comprehensive personal financial guidance. Based in Rochester, New York, the firm emphasizes education and understanding of a client’s current financial situation as a foundation for prudent decision-making aimed at long-term stability and independence. Its approach centers on close, hands-on guidance intended to help clients stay focused on their goals and maintain disciplined progress toward those objectives. The organization describes itself as providing highly personalized service and aims to deliver financial security through attentive planning and ongoing support for its clients.

With a relatively small professional team, the company positions itself as a partner in managing multiple aspects of clients’ financial lives. The target market appears to be individuals seeking individualized planning and ongoing education about their finances, rather than standardized, one-size-fits-all solutions. This positioning places Rochester Wealth Management Group, LLC within a broader ecosystem of financial services firms serving clients who prioritize tailored guidance and a steady, informed approach to achieving financial goals.

Section iconCompany Overview

SIC Code
6282 - Investment Advice
NAICS Code
52 - Finance and Insurance
Founded
2005
Employees
11-50

Section iconFunding & Financials

  • $1M - $10M

    Rochester Wealth Management Group, LLC's revenue is estimated to be in the range of $1M - $10M

Section iconFunding & Financials

  • $1M - $10M

    Rochester Wealth Management Group, LLC's revenue is estimated to be in the range of $1M - $10M

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