APFS Wealth Management, Inc.

Why APFS Wealth?

In 2016, APFS Wealth Management, Inc. was recognized as one of Rochester's Top 100 Companies for having demonstrated business achievement based upon criteria as specified and approved by Rochester Chamber and KPMG. Read more about the Top 100 Program here.

A Financial Advisor for decades, Robert Bartolotta expanded his practice in 2011 to found APFS Wealth Management Inc, which provides investment and financial advice to both individuals and businesses.

Our broad-based practice has the flexibility and expertise to design comprehensive solutions for a variety of circumstances, and the foresight to consistently invest in people, technology and processes to ensure we retain our position at the leading edge of the investment industry. 

With more than three dozen financial advisors reporting to Rochester OSJ, 25,000+ accounts and $1+ Billion in assets under management (AUM)*, we have the depth of personnel and experience required to evolve in an ever-changing industry.

Our Investment Philosophy

 

Our investment philosophy is based on the tenet that it is critical to prepare your portfolio not just for today, but for where the economy and capital markets are headed. To help us meet this demand your portfolio will be specifically designed to contain core holdings that meet your risk tolerance and time horizon. Purpose-built, tactical strategies with clear objectives are added and continually managed to steer your entire portfolio toward its intended target.

Click here for our latest FocusPlus overview.

*Figures as of October 31, 2016

 

Individuals & Professionals

  • Investment Management
  • Personal Financial Planning
  • Small Business Retirement & Pension Planning
  • Business Succession
  • Estate Planning
  • Charitable Gift Planning
  • Asset Protection Strategy
  • Long Term Care
  • Insurance Planning

Corporations

  • Qualified Retirement Planning
    • 401(k), Cash Balance, Pension & Profit Sharing Plans
  • Defined Benefit Pension Plans
  • Executive Compensation Plans   
    • Executive Bonus
    • Deferred Compensation
    • Supplemental Executive Retirement Plans
    • Split Dollar
    • Group Carve-out    
  • College Education 529 Plans

Site Disclosure

Securities offered through American Portfolios Financial Services, Inc., Member: FINRA, SIPC. Advisory services offered through APFS Wealth Management, Inc., an SEC-registered Investment Adviser firm. APFS Wealth Management, Inc. is notice-filed in the following states: CA, CO, FL, GA, IL, MA, NE, NH, NY, OH, SC, TX, VA.