Worth Considering, Inc. is a fee-only and independent investment advisory firm serving individuals and families. We are based in Rochester, NY.
Our clients range from the modestly wealthy to the high net worth, from several hundred thousand dollars of investments to millions.
We advise clients across the spectrum of the investing lifecycle starting with the early stages of wealth accumulation. The core of our practice is focused, however, on two critical stages: wealth consolidation during the transition to retirement, and wealth management to support sustainable distributions throughout retirement.
We are compensated entirely on a fee basis. We do not sell investment products or receive any type of commission from the investments we recommend.
We believe that an investment advisory practice should be about advice built around solid financial plans. Product driven practices, by contrast, tend to be about selling, not the process or the plan, and are geared toward the mass market. Our advice is crafted to the individual investor.
We also write about the financial markets and investment topics because doing so challenges us to be sharp and critical.
