Planning for life

The Schoff Group William L. Schoff, Kathleen Titus, Stephen J. Wilson, Barbara L. Fraser, Bryan William Schoff, Alexander John Wilson, Joshua S. Tomko, Krista Sciera, Nicholas Ward, Michael Paul Dattilo

The Schoff Group


phone

888-661-2830
585-218-4569



phone

855-847-5876





address

400 Linden Oaks
Rochester, NY 14625



With over 100 years of collective experience, The Schoff Group has been providing comprehensive wealth management advice to individuals and their families as well as equity compensation services to corporations, their key employees and executives. We recognize the importance of creating a fulfilling participant experience—through a personalized relationship, wealth management education and tailored strategies that can help them maximize the potential long-term value of their stock plan benefits. We also understand our corporate clients’ perspective and responsibility for growing and sustaining financial success.

As a diverse, multigenerational team, we understand how experience and age impact our clients’ goals and decision-making. We’re committed to providing insightful collaboration, planning and investing advice to help each generation confidently pursue their most important milestones.

Personal wealth management

Equity Plan Advisory Services


The global depth and breadth of UBS

Our team connects you to all the resources and diverse perspectives of UBS, one of the world’s largest wealth managers. With the service and dedication of a boutique firm, we’ll address your most important priorities, and provide answers to your questions about how executive wealth can best serve you and those you care about most—today and tomorrow.


William Schoff has been recognized as an industry leader.

  • Barron's Top 1,200 Financial Advisors, 2019
  • Forbes Best-In-State Wealth Advisors, 2018, 2019
  • Financial Times Top 400 Financial Advisors, 2019, 2018, 2016
  • Barron's Top 1,000 Advisors, 2009



Insights

Art Cashin on the markets

Art Cashin on the markets

Top of the Morning Podcasts

Top of the Morning daily podcasts