Whitney & Company

Whitney & Company is a private, Rochester-based independent Registered Investment Advisor founded in 1975, providing highly personalized wealth planning and investment management built around long-term client relationships. We help high-net-worth individuals, families, and business owners navigate complex financial decisions through customized portfolio management, retirement and estate planning, fixed income and equity strategies, and broader wealth-transfer considerations. For businesses, we also provide retirement plan and 401(k) consulting while working alongside clients’ attorneys, accountants, and other professionals to help ensure every part of their financial picture is thoughtfully coordinated. Our goal is to simplify complexity, provide steady and objective guidance, and serve as a trusted financial partner through every stage of the journey.

Address: 959 Panorama Trail S #190, Rochester, NY 14625

Phone: 585-232-6200

Email: hello@whitney.money