Insights

Client-Centric Approach Rochester Wealth Management Group emphasizes personalized service and client education, presenting opportunities to offer advanced financial planning tools and digital engagement platforms that can enhance their client experience and support their disciplined advisory approach.

Growth Potential With annual revenues estimated between 1 million and 10 million and a relatively small team of up to 50 employees, there is significant potential to introduce scalable financial technology solutions that can support growth without disrupting their personalized service model.

Industry Positioning Compared to established industry giants with thousands of employees and billion-dollar revenues, Rochester Wealth Management can benefit from strategic partnerships or niche service offerings that differentiate it in the competitive wealth management landscape.

Technology Adoption The company's current tech stack includes analytics, mapping, and web support tools, indicating openness to technological enhancements. This creates opportunities for offering integrated CRM platforms, compliance solutions, or cybersecurity services to strengthen operational efficiency.

Market Trends Alignment As the financial services industry shifts toward digital client engagement and personalized financial advice, Rochester Wealth Management’s focus on education and disciplined guidance presents a prime opportunity for solutions that facilitate virtual consultations, remote onboarding, and client portal innovations.

Rochester Wealth Management Group, LLC Tech Stack

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

  • Google Hosted Libraries
    Content Delivery Network
  • cdnjs
    Content Delivery Network
  • FancyBox
    Javascript Libraries
  • Google Maps
    Maps
  • Datadog
    Real User Monitoring
  • Bootstrap
    UI Frameworks
  • Google Analytics
    Web Analytics
  • jQuery Validation Plugin
    Web Tools And Plugins

Media & News

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
50%
FLast@rochesterwm.comJDoe@rochesterwm.com
50%

Frequently Asked Questions

Where is Rochester Wealth Management Group, LLC's headquarters located?

Minus sign iconPlus sign icon
Rochester Wealth Management Group, LLC's main headquarters is located at 706 East Avenue Rochester, New York 14607 United States. The company has employees across 1 continents, including North America.

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

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

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

Minus sign iconPlus sign icon
Rochester Wealth Management Group, LLC's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies NAICS code is 52 - Finance and Insurance.

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

Minus sign iconPlus sign icon
As of December 2025, Rochester Wealth Management Group, LLC has approximately 13 employees across 1 continents, including North America. Key team members include Manging Director: A. F. N.Director Of First Impressions: T. S.Controller: V. P.. Explore Rochester Wealth Management Group, LLC's employee directory with LeadIQ.

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

Minus sign iconPlus sign icon
Rochester Wealth Management Group, LLC operates in the Financial Services industry.

What technology does Rochester Wealth Management Group, LLC use?

Minus sign iconPlus sign icon
Rochester Wealth Management Group, LLC's tech stack includes Google Hosted LibrariescdnjsFancyBoxGoogle MapsDatadogBootstrapGoogle AnalyticsjQuery Validation Plugin.

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

Minus sign iconPlus sign icon
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?

Minus sign iconPlus sign icon
Rochester Wealth Management Group, LLC was founded in 2005.

Rochester Wealth Management Group, LLC

Financial ServicesNew York, United States11-50 Employees

Rochester Wealth Management Group, LLC was founded with the goal of assisting our clients in every aspect of their financial lives. We’ve provided the most personal service available, thus earning a reputation for excellence in our industry. For each of our clients we strive to help create financial stability and security to provide financial independence.

Our staff consists of experienced professionals with a “hands on” approach to financial guidance. Not only do clients find our team members knowledgeable, but they also discover that we truly care about making their dreams a reality. We do everything in our power to keep our clients focused on where they want to go, advise them on how to get there, and continually remind them of the importance of maintaining a disciplined approach to realizing their dreams.

Our company is based on the principle that education and understanding of one’s current financial situation is vital in making prudent decisions affecting one’s future financial success.

Section iconCompany Overview

Headquarters
706 East Avenue Rochester, New York 14607 United States
SIC Code
6211 - Security Brokers, Dealers, and Flotation Companies
NAICS Code
52 - Finance and Insurance
Founded
2005
Employees
11-50

Section iconMedia & News

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

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.