For 96 years, we’ve helped Rochester families create and preserve wealth for generations. As the oldest, locally-owned financial services firm in the Rochester area, we have consistently delivered on our commitment to invest and manage our clients’ money as if it were our own. Today, we have a time-honored relationship with Rochester itself and are proud to count a number of second and even third-generation clients among those we serve.

At Sage Rutty, our reputation has been built, and continues
to grow, based on traditional values and the highest ethical standards possible, passed on since 1915 through three generations of Holly family leadership.

Unwavering trust, partnership, integrity and hard work are the foundational elements of our client relationships and subsequent success throughout the last century.