Ziad Wehbe, CRPS®, APMA®

10 Highland Hts,
Rochester, NY 14618
  • 585-230-6986
  • 585-473-0947

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Please feel free to contact us with any questions.

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SEP IRA, Individual (k) & Small Business Retirement Plans

We help self-employed individuals, entrepreneurs & small business owners establish & manage successful retirement plans designed to maximize retirement contributions while minimizing current tax liabilities.

We focus on smaller company plans ranging from 1 participant (Self-employed) to 100 participants.  We also feature self-directed managed participant accounts utilizing model portfolios customized based on each participant's retirement goals & risk appetite.

Please call us for a complimentary consultation.