Bringing Confidence to Your Financial Journey

Lasting, meaningful, and open relationships are the foundation of our practice at Ruda Sullivan Investment Group of Wells Fargo Advisors. You’ve worked hard for your money and should feel confident with your investment choices as you make decisions for your financial future. Our qualified team helps clients pursue their investment goals with sound financial strategies, providing the advice and guidance you need to achieve your short- and long-term goals. 

We believe your investment strategy should support and sustain your long-term financial future. Drawing on a wealth of resources, including industry-leading investment strategies and research, we’ll help you align your plan to attain your goals. We offer a careful, deliberate planning approach that goes beyond simply aiming for returns and hoping for success. Here’s what you can expect from us:

  • Time – getting to know you and what matters most to you and your family.
  • Planning – working with you to develop a personalized investment plan tailored to your unique life goals.
  • Reviews – scheduled reviews to help ensure you’re on track to meet your objectives and staying within your risk tolerance.
  • Advice – providing holistic, big-picture advice throughout your financial journey.

Of course, life often includes unexpected twists and turns. If your goals or financial needs change, we are here to help you adjust.

Ready to Connect? We Are.

Reach out to schedule your discovery session. We can meet online, at our office or another location convenient for you.

Locations

We serve clients from offices in Rochester, NY and Charlotte, NC. Select from the drop-down menu for directions to each of our offices. With today’s technology, you will always have access to every member of our team, and we look forward to having the flexibility to work with you from each of our office locations. Give us a call or stop by our office during business hours to schedule a meeting to discuss your financial future. By getting to know you and your financial outlook, we can begin charting an investment path toward your goals. We are dedicated to offering you the highest level of service along with an uncompromising commitment to integrity. We are humbled by the opportunity to serve you, along with families and businesses across the United States, and we are grateful for the trust instilled in us.