Kickstand Wealth Advisors is a wealth advisory firm located in Pittsford, NY, with clients nationwide. Their team of experienced professionals brings clarity, perspective, and direction to clients' financial lives, offering straightforward advice tailored to each individual's journey. With a focus on tidying up and organizing finances, Kickstand aims to provide a sense of confidence and support in decision-making.
With over 30 years of experience on Wall Street, the team at Kickstand combines their credentials, degrees, and accolades with a genuine interest in getting to know their clients. They offer a range of services, including wealth planning and financial advising, and have been recognized by Forbes as Best-in-State Wealth Advisors and Top Next Generation Wealth Advisors. Kickstand's mission is to bring order and clarity to clients' financial lives, helping them navigate the complexities of managing their wealth.
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