Cobblestone Capital Advisors, LLC, is an experienced investment advisory firm managing $2 billion for over 750 clients, including individuals, families, and institutions.
Headquartered in Rochester, NY, Cobblestone is built around a deeply staffed team of professionals who have been providing investment and wealth management services for over three decades. Cobblestone offers comprehensive investment management services, wealth planning, portfolio management, and private investments to a broad range of clients. Our investment and planning expertise equips clients to better build, manage, monitor, and retain their wealth.
Investing in securities may result in loss of income and/or principal.
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Industry
Financial Services, Securities and Commodity Contracts Intermediation and Brokerage, Finance and Insurance
HQ Location
500 Linden Oaks
Suite 210
Rochester, NY 14625, US
Keywords
wealth managementadministration capabilitiescash flow analysisimplementation monitoringfoundation support servicesgifting analysisconcentrated stockcobblestone drawsmonitoring trust administration