Supporting the financial needs of individuals and families – letting them get back to what’s most important.
Flower City Capital is a full-service wealth management and financial planning firm. We believe that high-quality advice, proactive service, and a great experience is the best way to assist clients in achieving their financial goals.
We provide support in all areas of financial planning, including portfolio management, tax optimization, retirement, insurance, and estate.
Our principles and team-wide commitment serve as the cornerstone of our firm’s values.
Clients first, every time
Do the real work that matters for great people
Do what we say we are going to do
Caring and compassionate service
Be proactive in helping clients reach their goals
Help clients feel comfortable in their finances
Earn trust by doing what is in our clients’ best interest
Develop a personal relationship
All fees are disclosed in advance
We guarantee our work
Below is an outline of what clients can expect when meeting us.
We spend the time to fully understand our clients’ goals, concerns and situation to best prepare for a successful relationship.
Prior to any formal engagement, we provide a full value added summary of our recommendations.
We make the onboarding process as smooth as possible and provide a transparent roadmap to monitor success.
Prioritizing and completing planning and investment recommendations.
We share a firm-wide belief that your goals are our goals. Our dedicated team has over 30 combined years of experience serving the unique needs of wealthy individuals and families.
Managing Partner
Senior Partner
Chief Operating Officer
Chief Compliance Officer
Client Services Manager
Analyst
Interested in learning more about us or have specific questions about how to get started? Our team stands ready to talk with you to understand your situation and how we can help.