PROBLEMS I
SOLVE
Wealth Management
How can your portfolio be constructed so that you can experience growth without unnecessary volatility and fees?
Financial Planning
How can you retire when you want without jeopardizing your current lifestyle?
Cash Flow
Planning
How do you turn your retirement accounts into a recurring paycheck without running out of money?
Tax
Management
How can you invest your money in the most tax efficient manner?
WEALTH MANAGEMENT
MY PROCESS
PERFORMANCE & COSTS: If an active fund cannot outperform it's benchmark in a given asset class, we will use an ETF.
2
ONGOING GUIDANCE: As markets change, so will your portfolio.
4
1
UNIVERSAL MUTUAL FUND SCREEN: Only the best performing active funds make it through the first round.
3
PORTFOLIO CONSTRUCTION: Portfolio's are broken into three categories with more or less allocated to each depending on the individual goals.
Connor Holly, CFP
& MY TEAM
Connor B. Holly,CFP®
First Vice President, Financial Advisor
Preparation and planning with a personal approach.
“There’s nothing more important than planning for the future, and for the future of our kids. That’s why my focus is helping clients and their families build, manage and protect their wealth.
No matter how close—or how far—you are from retirement, having a solid plan in place is critical for your financial future. And while retirement may seem far away, it’s always closer than we think. Time flies and families grow. Things change, and it’s my job to help my clients prepare regardless of what life may bring.”
Connor is a family man. He and his father, Wayne Holly, work together to provide clients with a focused financial plan that is tailored to their individual needs and personal preferences.
A graduate of the State University of New York at Fredonia with a Bachelor of Science in Business and Finance, Connor is a Certified Financial Planner Practitioner™. He is also the past Chair of the Big Brothers Big Sisters of Greater Rochester Board of Directors.
When Connor’s not in the office, you’ll find him with his family. Or fishing. Or Kayaking. Or Golfing. Or Skiing. Or Hunting.
"As a fourth generation Holly at Sage Rutty, working with families and their retirement goals is in my blood. Being able to work with my father and our clients has been an incredible experience. Let my family help yours today."
Kayla Ernisse
Financial
Services Associate
Aaron Young, MSPFP, CFP®, CRPC®, CHSA®, AIF®
Director of Financial Planning
Vince Carson, CPA, CFP®,
Associate Director of Financial Planning
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TOP
LIFE OUTSIDE