Wealth management for individuals and their families
D'Aiutolo Malcolm & Associates Investment Consulting Group
585-218-4532
888-849-9483
855-847-5880
400 Linden Oaks
Rochester, NY 14625
“Every client is different—different values, different family situations. It is important to take the time to really listen.”
— Alicia Malcolm
In order to manage your wealth, we need to get to know you. This means sitting down with you and listening as you explain your vision of what the future may hold for you and your family. Together with you, we’ll discover where your priorities lie and create a long-term plan of action that will help guide you forward.
A plan of action to guide you forward
Our comprehensive wealth planning addresses the financial goals and needs of affluent individuals and their families, helping them preserve the wealth they’ve earned while navigating life’s transitions.
Customized investment strategy.
Based on your financial plan, our investment approach factors in both your goals and risk tolerance. We create an appropriate asset allocation that allows for reasonable growth. We also believe in generating income, whether from dividends or interest, which allows a portfolio to bring in money even during periods of market volatility. While we oversee your strategy, we work with you consistently to measure its success, providing you with regular progress reports and listening to your questions and concerns.
Managing transitions.
During times of change in your life, we’ll assist you in preserving your wealth with advice about income replacement strategies, estate planning guidance and investments. We help in reallocating and re-diversifying your portfolio as you transition to retirement. Additionally, we will coordinate with your legal and tax professionals so we can incorporate all perspectives into one integrated approach.
Personal, attentive service.
Service is a key part of wealth management. We understand what’s important to our clients and are responsible and attentive to their financial and administrative needs and those of their family. It is our goal to be the first point of contact for our clients as it relates to their financial needs.
