Shannon Meyer, Chsa® Email & Phone Number

Our mission is simple; to increase the economic well-being and quality of life of our clients and the people they love.The Parker & Burke Team at Sage Rutty is proud to have grown to a team of 15 professionals supporting assets under management of over $1.3 billion for 300+ families and 80 corporations. We are fortunate to have clients throughout the east coast with a concentration of corporate and personal wealth management in Western and Central New York. Our team is structured to provide tailored personal financial planning services as well as corporate retirement plan management and oversight. Our expertise includes:Wealth Management –We care about you and your family and help ensure your financial future with expert planning, conscientious monitoring, and financial advocacy on your behalf. With a focus on Financial Planning, the Parker & Burke team provides a unique blend of experience, knowledge and access to powerful investment resources to help you and your family achieve your financial goals and dreams.Family Office –Wealth shouldn’t be a burden. That’s why for many clients, we take on the role of the family’s “CFO.” We manage your financial affairs while you enjoy the benefits and lifestyle of a substantial portfolio for generation after generation.Corporate Retirement Plans –We take responsibility for the design strategy, operation and regulatory compliance of retirement plans, including employee education, communication and fiduciary responsibility.The Parker & Burke Team is supported by the comprehensive resources of Sage Rutty & Company, Rochester’s oldest locally owned financial services firm and one of the oldest in the nation, with a century of successful work for clients.

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  American Intercontinental University

  Business Administration And Management, General