Your Wealth Planning Solution.

 

Why Employee Retention Solutions for Wealth Management?

Your trusted advisor has it covered.‍

Great Service. Responsive. Knowledgeable. Authentic.

We’ve got your back.

What We Offer

Corporate Planning Solutions

Corporate Financial Planning provides business owners with hands-on consultative expertise to help simplify and save. This process begins with an initial consultation to learn about your business and begin developing a personalized strategy. Throughout this process, our team will help facilitate a balance of cost and efficiency as we coordinate services between your retirement plan, payroll provider, and TPA. Our team of Advisors will also schedule ongoing review meetings to provide education and Personal Financial Planning for all owners and employees. These services will continue to provide your business with a unique and powerful tool for both attracting and retaining employees.

  • SIMPLE IRA
  • ‍SEP IRA
  • ‍Individual 401k
  • ‍Traditional 401k
  • ‍Safe Harbor 401k
  • ‍Profit Sharing Plans
  • 403(b) Plans
  • Defined Benefit Plans
  • Non-Qualified Deferred Compensation Plans
  • Plan Set Up & Maintenance
  • Tax Credit Counseling
  • Retirement Plan Analysis and Consulting
  • ‍Participant Training
  • Employee Enrollment & Education
  • Financial Education and Wellness
  • ‍Fee Analysis and Transparency

Personal Planning Solutions

Personal Financial Planning is a process led by our team of advisors to provide each client with a customized strategy that will position you and your family for long-term financial success. This process begins with an in-depth conversation to determine your personal and financial goals. Our team will then create a detailed overview of all household income, expenses, assets, liabilities, and insurances to establish a comprehensive financial profile. Finally, our team can begin putting together your personalized financial plan. Your plan will provide projections, analyses, and recommendations that will continue to guide you and your family as you navigate the path to financial freedom.

Retirement Planning:

      • Traditional IRAs
      • Roth IRAs
      • 401(k) plan rollovers
      • TSA/403(b) accounts
      • 457 plan rollovers
      • Coverdell Education Savings Accounts
      • 529 plans

Investment Services:

    • Fixed-income Investments
      • Mutual Funds
      • Unit Investment Trusts
      • Municipal & Government Bonds
      • Money Markets
      • Certificates of Deposit
      • Exchange-Traded Funds
    • Equity Investments
      • Mutual Funds
      • Unit Investment Trusts
      • Publicly Traded Stocks
      • Exchange Traded Funds

Protection & Legacy Planning:

    • Life Insurance
      • Annual Renewable Term
      • Level Term: 5-,10-,15-,20-,30-Year
      • Whole Life
      • Universal Life
      • Variable Universal Life
      • Survivorship Variable Universal Life
      • Survivorship Whole Life
      • Survivorship Universal Life
      • Indexed Universal Life
    • Annuities
      • Fixed Annuities
      • Variable Annuities
      • Equity Indexed Annuities
    • Disability & Long-term Care Insurance
      • Individual Disability Income Insurance
      • Individual & Group Long-Term Care Insurance
The advisors of RDG Wealth are licensed in the following states:
CA, CO, CT, DC, FL, GA, HI, IL, MI, NC, NJ, NY, OH, PA, SC, TN, TX, and UT.

Meet Our Team

Want to learn more?

Main Contact

Thomas Queri
tqueri@rdgwealth.com
(585) 227-1300

Location:

10 Winthrop Street
Rochester, New York 14607

 

Securities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC.  Advisory services offered through Cambridge Investments Research Advisors, a Registered Investment Adviser. RDG Wealth Management and Cambridge are separate entities, independently owned and operated.