Our Vision Rochester Wealth Management Group continually works to be the premier financial services provider in upstate New York. We were founded on the principles of communication, education, and guidance. We strive to listen and to understand.Our team understands that people invest for many reasons. It may be for building wealth, retirement, security, deferring income, education funding, or growing a family. No matter what the reason our expert team of financial advisors will be there to support you every step of the way.