Wealth Management

Our team of attorneys and investment professionals excels in complex times. We deliver sound advice to provide you with a most valuable resource: confidence in your future.

Read our Wealth Management Insights during COVID-19 or
download the PDF

By the numbers

  • 65 professionals (Trust Company & Nixon Peabody)
  • $3.7 billion in assets under administration
  • 1,700 active accounts

Our approach

There are many different paths to a prosperous future, but no one should go on this journey without a roadmap. Our team works with clients to create personalized strategies that weigh all the important variables—net worth, retirement goals, and the needs of succeeding generations—to determine the best way to achieve our clients’ goals.

Whether their portfolios have increased gradually over decades or grown quickly as the result of recent events, clients can trust that Nixon Peabody’s team will position them for long-term financial success. And they will receive the same concierge-style service, regardless of the size of their assets.

Our attorneys and investment professionals collaborate seamlessly to create a single destination for clients’ wealth management services under the Nixon Peabody umbrella—including the Nixon Peabody Trust Company.* This allows clients to avoid the costly fees and conflicting strategies that come with spreading wealth management responsibilities across multiple firms.

We work with

  • Individuals and families across the spectrum of net worth
  • Executors and trustees
  • Corporations and nonprofit organizations
  • Corporate executives
  • Business owners
  • Banks and trust companies

How we can help

  • Trust and fiduciary services
  • Investment advice and management
  • Income tax planning and preparation
  • Trust administration
  • Retirement accounts management
  • Financial planning

*Formerly known as Watch Point Trust Company.

Industry Experts' Insight in Investment Planning as New Year Approaches

Rochester Business Journal | November 06, 2020

In this article on the possible changes the new year may bring to the federal tax system, Rochester Private Clients partner Stephanie Seiffert was quoted for her outlook on the importance of being flexible in one’s investment portfolio and taking advantage of the current tax policies.

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