TRANSFORMING INCOME INTO WEALTH
...AND WEALTH INTO INCOME
Elmwood Income Partners is a registered investment advisor based in Rochester, NY. Its mission is to take the stress out of personal finance by designing your blueprint for financial security and income solutions in retirement.
We go beyond Financial Planning 101. We provide analysis. Our expertise is in company research, portfolio management, and risk control.
We optimize everyday decisions to maximize your cash flow. This enables increased savings that we compound through investing.
Our strategies are developed by a Chartered Financial Analyst with a background in economics and finance, not sales and marketing. Whether you need to build wealth or generate income, our advice comes with the skill set necessary to meet your goals.
The firm was founded under the principles of independence, experience, and personal service. Our goal is to help individuals by doing the work we love.
We are a Fee-Only business. We have no sales goals, get paid no commissions, and have no incentive to sell you anybody's product. We succeed only if you do.
The boutique nature of our firm ensures that every client is a big client.