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Susie L. Light  
President ,  Private Wealth Manager

Rochester Office:
3445 Winton Place, Suite 120
Rochester, NY 14623
Office: 585.435.4443 Cell: 585.899.9360
Fax: 585.435.4823

Williamsville Office:
6265 Sheridan Dr., Suite 218
Williamsville, NY 14221
Office: 716.204.8838
Fax: 716.630.5970

Calculators

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Videos

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Contact Us

Please feel free to contact us with any questions.

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Susie L. Light

Welcome and thank you for visiting!

Susie's clients have access to innovative technology, support and services, allowing Susie to address their financial planning and wealth management needs in a comprehensive and unbiased fashion.

Susie’s practice specializes in holistic and customized retirement, retirement income, survivor, investment and asset protection planning, as well as in the special planning needs of LGBT clients.  The basic principle under which she operates is that she endeavors to treat her clients as she would want to be treated - with world class service.

I hope you find this site informative and useful. Feel free to contact me if you would like more information regarding a product or service.

If you have any questions, please feel free to call me at 585-435-4443 or click here to email me.