Brand Recognition
Sage Rutty is highly active in the Rochester community. We are a brand people know and trust.
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We were voted the #1 Wealth Management Firm in Rochester in the RBJ's reader polls. And we are consistently recognized as a Top Workplace by the D&C.
Wayne Holly,
Executive Chairman
The most important role I play is in the allocation of firm assets.
There is no better investment I can make than in one of my advisor’s growing practices and no greater pleasure than watching their success.”
Common Support System
Sage Rutty brings together peer-level mentoring and coaching with experienced business management in a flexible environment.
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We have both million dollar producers to seek advice from and a stable, non-producing management team with the sole responsibility of advisor support.
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Here, you can have practice independence without having to be a one-stop shop.
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Flexibility to Choose
Flexibility in multiple ways!
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First, build the practice you envision. The one that suits your clients and your passion.
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Second, build the practice that fits your lifestyle. Create a multi-million dollar team or be selective in your growth to fit your ideal of work-life balance.
Built-in Continuity
Freedom and control in your practice doesn't mean you have to be all alone.
Having successful peers allows for well-executed succession planning. Sage Rutty offers retirement transition support to maximze the benefit for both the client and the advisors.
We also offer business continuity plans to ensure your clients and your family are supported in case the unexpected happens.
The middle ground you're searching for
Sage Rutty is a hybrid RIA firm. Advisors can choose between a traditional broker-dealer business or fee-based RIA depending on what works for their clients.
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Sage Rutty believes the advisor owns the client relationship. It's your business and we won't tell you how to run it. We are members of protocol. We have no non-compete agreements, and we don't defer compensation.
Sage Rutty Advisors are free from cross-selling requirements, proprietary products, and hoops to jump through to reach full income potential. Our compensation plan has been unchanged for over 15 years.
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Sage Rutty handles the day to day business tasks. We provide operations, compliance, marketing, and technology. Advisors don't have to worry about who is answering the phones, ordering the office supplies, or how to fix a broken printer. The firm handles that. Sage Rutty Advisors focus on clients.
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If you are a client centric advisor who wants to execute a unique practice vision, but not run a small business, Sage Rutty is a perfect fit.
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