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Insurance & Investment Planning

Helping Clients Through Every Aspect of Their Life



Before choosing a plan we want to be sure you know the difference between your many options.

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Our staff of professionals can develop programs that make sense for your employees.

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We'd be happy to evaluate your current coverage and present you with side-by-side comparisons.

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We can tailor a personal or business insurance package of coverage to meet your needs.

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About Our Agency

Health and Wealth Advisors strive to make your goals a reality. We work closely with organizations and their individual members to help define their goals, develop a plan with clear steps, and make the ongoing adjustments to help keep our clients on the right path to reach what can be a moving target. By providing a risk assessment, benefits analysis, and being tax efficient we can develop clear steps for our clients to take. We hope that each plan will make sense to our clients as well as empower them in action, taking a once vague concept and making it a tangible reality.


Health and Wealth Advisors

 (585) 349-3337

 Toll Free: (844) 579-1838

 (585) 625-3644

 Mon – Fri 9am – 4 pm

Rochester Location

2800 Dewey Avenue
Rochester, NY 14616

Buffalo Location

2140 Eggert Rd., Suite H
Amherst, NY 14226