Updated October 23, 2023
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Sage Rutty & Company, Inc.

Investment Advisor Firm
Total assets under management$2B
Years in business109+

About Sage Rutty & Company, Inc.

Sage Rutty & Co. stands as Rochester's oldest locally-owned financial services firm, boasting an impressive history spanning over a century. With deep roots in the community, Sage Rutty has been instrumental in creating and preserving wealth for generations of Rochester families. This steadfast commitment has allowed them to cultivate enduring relationships, serving second and third-generation clients.

Established in 1915 as Sage Wolcott & Steele, the company's founders, Frank Sage, Charles Wolcott, and Samuel Steele, brought extensive financial expertise to the table. Over the years, the firm weathered challenging market conditions, expanding its services and enduring market crashes like 1929 and 1987.

Today, Sage Rutty remains family-focused, staying true to its core values of trustworthiness and conservatism. This family-owned business has transitioned through generations, with Wayne Holly leading the firm as Executive Chairman and Trevor Holly stepping into the role of President in 2022, marking the fourth generation of family leadership.

Sage Rutty's advisors operate independently, each with their unique investment philosophy, ensuring tailored services for clients. The firm's commitment to finding the perfect advisor-client fit sets them apart, as they offer diverse advisory teams and free seminars to help clients make informed choices.

Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

Areas of specialty

  1. Estate Planning
  2. Financial Planning
  3. Medicare Insurance Planning

More about Sage Rutty & Company, Inc.

DesignationsMinimum asset threshold
RIAN/A
Firm CRD NumberNumber of advisors
325425

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