Insights

Mid-market niche Target Rochester Wealth Management Group as a mid-sized, independent financial services firm with 11-50 employees and annual revenue in the 1M-10M range for growth opportunities in technology, security, and client experience enhancements.

Tech stack gap Current technologies include AWS, Google Workspace, Datadog, KnowBe4, and security measures like HSTS; identify opportunities to upsell advanced cloud security, monitoring, data analytics, and risk management solutions to strengthen operational resilience.

Compliance and security Security-conscious profile with KnowBe4 and HSTS suggests readiness for robust cybersecurity offerings, including phishing training, vulnerability management, and compliance automation to protect client data and regulatory requirements.

Growth through differentiation Competitively position services around personalized, education-based financial guidance and disciplined planning to help the firm differentiate from larger incumbents; propose client engagement platforms and CRM integrations to scale advisory services.

Expansion and partnerships With revenue targeting in the 1M-10M range, pursue partnerships for technology modernization, data analytics, and automation to support scalable advisory delivery and potential channel partnerships in the wealth management ecosystem.

Similar companies to Rochester Wealth Management Group, LLC

Rochester Wealth Management Group, LLC Tech Stack

Rochester Wealth Management Group, LLC uses 8 technology products and services including Amazon Web Services, Google Workspace, Datadog, and more. Explore Rochester Wealth Management Group, LLC's tech stack below.

Rochester Wealth Management Group, LLC's Email Address Formats

Rochester Wealth Management Group, LLC uses at least 1 email format:
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 and NAICS code?

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Rochester Wealth Management Group, LLC's SIC code is 6282 - Investment Advice and 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. and 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 Amazon Web Services, Google Workspace, Datadog, HSTS, KnowBe4, Google Search Console, Microsoft ASP.NET and Stellar.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

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