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.
*Formerly known as Watch Point Trust Company.
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.