About Us
HOW WE WORK
Our Approach
At Sage Rutty & Company, our tagline, "Creating and Preserving Wealth for Generations," reflects our commitment to family-focused financial planning. As a family-owned business, we prioritize taking care of others, especially the ones we serve. Our long-standing history in the community underscores our dedication to providing quality financial planning services.
All of Sage Rutty's advisors are independent, each with their own investment philosophy and approach to practice management. We understand that not every advisor will be a right fit for every client. True, lasting relationships are built on perfect fits, which is why we are dedicated to matching each new client with the advisor who best aligns with their needs and goals.
OUR STORY
Our History
Established on June 3, 1915, Sage Rutty & Co., Inc. is Rochester's oldest locally owned financial services firm. Over the years, the firm has expanded its services and client base, enduring significant economic challenges such as the Great Depression and market crashes of 1929, 1987, and 2008.
In 1937, under the leadership of Wilbur Holly, who guided the firm through further growth and establishment in Rochester's Times Square Building. The Holly family continued to lead the firm through subsequent generations, with Wayne Holly assuming the role of President and Chief Operating Officer in 1993, and later becoming Chairman in 2004, replacing William Holly.
Our Continuing Commitment
In 2022, Sage Rutty entered its fourth generation of family leadership with Trevor Holly elected as President, while Wayne Holly transitioned into the role of Executive Chairman. Throughout its history, Sage Rutty has remained committed to sound financial management and superior client service, expanding its offerings to include comprehensive financial planning, wealth management, and insurance services.
Today, Sage Rutty & Co., Inc. stands as a testament to stability, trustworthiness, and enduring client relationships, continuing to meet the evolving needs of its clients with integrity and dedication.