Rochester Wealth Strategies
Financial Services • 
Rochester, Michigan, United States • 1-10 Employees
Company overview
| Headquarters | 439 S Main St, Suite 250, Rochester, MI 48307, US |
| Phone number | +12484346550 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Founded | 2018 |
| Employees | 1-10 |
| Socials |
Key Contact at Rochester Wealth Strategies
Dominic Undefined
President
Rochester Wealth Strategies Email Formats
Rochester Wealth Strategies uses 2 email formats. The most common is {first initial} (e.g., j@rochesterwealthstrategies.com), used 66.7% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@rochesterwealthstrategies.com | 66.7% |
{last name} | doe@rochesterwealthstrategies.com | 33.3% |
About Rochester Wealth Strategies
As an Independent Registered Investment Adviser... our firm provides personalized financial advice to our clients, many of whom have complex financial needs. Because of our independence, we are not tied to any type of investment products. It is important that we provide ongoing advice and investment management based on our clients' objectives. As a Fiduciary... we are held to the highest standard of care and are required to act in the best interest of our clients at all times. We are regulated by the state and required to implement certain practices to ensure conformance to the law. As a Fee-Only advisory firm... we are not compensated based on the sale of a product. By removing the opportunity to obtain commissions, we avoid the incentive that is sometimes inherent with a fee-based advisor. A fee-only model helps ensure that we put the client's interest ahead of our own. It can be viewed as the most transparent and objective form of compensation. Rochester Wealth Strategies, LLC (“RWS”) is a Registered Investment Adviser.
Rochester Wealth Strategies revenue & valuation
| Annual revenue | $598,885 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $2,000,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Rochester Wealth Strategies has 4 employees across 1 departments.
Departments
Number of employees
Funding Data
Rochester Wealth Strategies has never raised funding before.
Rochester Wealth Strategies Tech Stack
Discover the technologies and tools that power Rochester Wealth Strategies's digital infrastructure, from frameworks to analytics platforms.
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Miscellaneous
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