Chicago Partners Wealth Advisors

Private Wealth Management & Financial Planning for HNW Investors in Rochester, NY

A knowledgeable approach developed and refined over 25 years of advisory experience.

Advanced Financial Planning

A Clear, Coordinated Plan for Your Entire Financial Life

At Chicago Partners Rochester, we use a disciplined Advanced Financial Planning (AFP) process to help successful families simplify, organize, and optimize their finances.

We start by identifying your most critical objectives, then design clearly explained, customized recommendations across:

Investment portfolio design
Cash flow and retirement planning
Tax efficiency and charitable strategies
Estate and legacy planning

Our goal is simple: give you a clear, accurate view of your financial life and implement evidence-based strategies that serve your best interests, always as a fiduciary.

Most successful families don’t need “more products.” They need a clear plan and a team that can coordinate the moving parts.

What this looks like in practice:

One coordinated strategy across investments, taxes, cash flow, and estate planning
Clear priorities and decision-making support (what matters now vs later)
Ongoing implementation and follow-through, not a one-time plan
Fiduciary advice designed around your best interest, not a sales agenda

We build portfolios using a disciplined, evidence-based foundation and, when appropriate, incorporate select private investments to target optimized net-of-fee outcomes.

Our approach emphasizes:

Low-cost, diversified index-based core portfolios
Thoughtful risk management and rebalancing discipline
Private opportunities used selectively (not as a “story” or a pitch)
Focus on net results after fees, taxes, and implementation friction

We’re independently owned, which means our incentives are aligned with one thing: serving clients well and earning trust over decades.

What we don't have:

Quotas, proprietary products, or a parent company agenda
One-size-fits-all portfolios built to fit a platform
“Investment-only” advice that ignores tax and planning consequences

What you will find:

A planning-first process and a long-term relationship mindset
An investment portfolio built around you and your financial objectives
Straight answers, clear recommendations, and careful execution

Advanced Financial Planning

A Planning Process Built on CFP® Standards

Our Advanced Financial Planning (AFP) process follows the CFP Board’s Financial Planning Standards and is designed to coordinate every major aspect of your financial life into a single, cohesive strategy.

We go beyond investment management to audit, align, and optimize your decisions across taxes, cash flow, estate planning, and long-term objectives — with fiduciary advice grounded in evidence, not sales incentives.

Investment Design

We build portfolios using a disciplined, evidence-based approach designed to improve long-term, risk-adjusted outcomes.

Your portfolio is constructed around your actual objectives, cash flow needs, and tax situation - not a generic model - and is continually monitored and rebalanced as conditions change.

Tax Efficiency Planning

Taxes are one of the largest long-term drags on wealth. We design strategies to reduce unnecessary tax friction across your entire financial picture.

This includes coordinating investment decisions, income timing, charitable strategies, and estate planning with your broader tax situation, not treating taxes as an afterthought.

Cash Flow Optimization

Your cash flow is the engine of your financial plan. We help you align spending, saving, investing, and debt decisions with your long-term priorities.

This creates clarity around what you can spend confidently today while still protecting your future objectives.

Estate & Legacy Planning

Estate planning isn’t just about documents. It’s about coordination.

We help align your estate plan, beneficiary designations, asset titling, and long-term legacy goals into a coherent strategy designed to protect your family and preserve your wealth across generations.

Personalized Financial Plan

Your financial plan is not a one-time deliverable. It’s a living framework that evolves as your life, goals, and the markets change.

We audit your full financial picture, identify coordination gaps, and implement a customized plan designed to simplify decisions and improve long-term outcomes.

About

Independent. Fiduciary. Client-First.

Chicago Partners is an independently owned firm. We have no parent company, no proprietary products, and no outside incentives.

Our only objective is to diligently serve our clients and build long-term, multi-generational relationships grounded in deep trust.

Fiduciary

A fiduciary is an advisor that is bound to the Fiduciary Standard - they must always put the client's interests ahead of their own.

The Fiduciary Standard is a higher quality standard than the Suitability Standard, which brokers follow.

Independent

As independent wealth advisors, we will never sell you products or receive outside commissions. All of our compensation comes directly from clients, not from outside investment fund companies.

Any recommendation we make is solely focused on one thing - your financial success.

Meet the Team

A Credentialed, Experienced Team

Our Rochester office is staffed by a deeply experienced, highly credentialed team.

Rob Bradley, CIMA®, CFP®

Partner

Brittany Buffington, CFP®

Senior Wealth Advisor

Tim Pennino, CFA

Senior Wealth Advisor

Sara Bodine

Associate, Client Services

Get Started

Start With a Private Consultation

If you’re looking for a more coordinated, tax-aware, and long-term approach to managing your wealth, we invite you to schedule a private consultation with our Rochester team.

We’ll use this initial conversation to understand your priorities, identify potential planning gaps, and determine whether our process is the right fit for your needs.