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2014 Guide to Wealth Management

Wealth Strategies from Local Experts

This publication is written exclusively by Rochester-area wealth management professionals. The articles and information contained in this publication are the views of the contributors on the various topics. The information is not intended to be investment, legal or tax advice.

Read the Guide to Wealth Management online!

Contents:

Investment Merits of Private Real Estate
By John T. DiPasquale, Co-Managing Partner, Cobblestone Capital Advisors, LLC and Jason S. Garlock, CFA, Director of Investments, Cobblestone Capital Advisors, LLC

Navigating Beneficiary Designations
By Nancy Klotz, Vice President, Senior Trust Counsel, Tompkins Financial Advisors<

Choosing a Financial Advisor
By Caroline Korn, Senior Vice President, Financial Advisor, Brighton Securities

What’s New in the World of 401(k)?
By Joy Ryen Plotnik, Esq., Chief Operating Officer, Genesee Valley Trust Company

Investing in Preparation for Retirement
By Mark Siler, CFA, AIF, Partner, Beltz Ianni & Associates, LLC

Does Asset Allocation Still Make Sense?
By Elizabeth A. Thorley, MS, CFP, CLU, CEO & President, Thorley Wealth Management, Inc.

Personalizing Your Investment Portfolio
By Robert Kravetz, Senior Vice President, Financial Advisor, Brighton Securities

Perspective on Long Term Care Insurance
By Richard A. Marchese, Jr., Esq., Partner, Woods Oviatt Gilman LLP

You and Your Advisor: Managing Expectations
By James H. McBride, President & CEO, High Falls Advisors Inc.

A Safe Investment is Now at Great Risk
By Andy Roberts, Financial Advisor, Portfolio Manager, Charleton Financial

Lessons Learned from the Great Recession
By Douglas A. Hendee, Vice President, Financial Advisor, Brighton Securities

Significant Changes to New York Estate Tax?
By Martin W. O’Toole, Partner, Harter Secrest & Emery LLP

Investing in a Low Interest Rate Environment
By Mike Francis, Senior Vice President, Financial Advisor, Brighton Securities


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