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Kickstand Wealth Advisors

Headquartered in PITTSFORD, NY

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Firm Information

Kickstand Wealth Advisors is a registered investment advisor located in Pittsford, NY. The firm provides financial planning, pension consulting, selection of other advisors, and portfolio management services to individuals, high-net-worth individuals, charitable organizations, and pension and profit sharing plans. The firm has over $453 million in regulatory assets under management.

Kickstand Wealth Advisors

1250 PITTSFORD VICTOR RD.,

PITTSFORD, NY 14534

$453.90M

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

KICKSTAND WEALTH ADVISORS has a total of 1 branch locations across the country.
location

PITTSFORD, NY

Advisors at Kickstand Wealth Advisors

View All 5 Advisors
Unclaimed
Corey M Ernisse

CFP®, RA

PITTSFORD, NY

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Chad W Goodchild

CFP®, RA

PITTSFORD, NY

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Jacob William Schlicht

CFP®, RA

PITTSFORD, NY

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Unclaimed
Devyn Amber Squires

CFP®, RA

PITTSFORD, NY

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Unclaimed
Christine Diane Fusare

RA

PITTSFORD, NY

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Disclosures

There are no public disclosures for Kickstand Wealth Advisors.

Frequently Asked Questions (8)

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