Good Wealth Management achieves one real result: to alleviate the anxiety of an unknown financial future. To know with great certainty how you will achieve your dreams for the future is to live each day free from those concerns. The goal of life is to live happily. Alex believes that a sound Wealth Management plan is the path.
A native Rochesterian and a University of Rochester graduate, Alex’s previous experience as a Financial Advisor is with Edward Jones Investments and UBS Financial Services.
Alex serves on the United Way Professional Advisory Council for Planned Giving, and is a Trustee to the School of Applied Philosophy, where he is also a teacher. He also serves as a hospice volunteer at Advent House in Fairport.