Our Story
A Partner On Your Life Journey
Creekside Capital Management was built on a simple idea: financial advice should feel personal, not transactional. We founded this practice to give Rochester-area individuals and families a place to turn for honest guidance, not a sales pitch.
Over the years, we've had the privilege of walking alongside clients through career changes, growing families, business transitions, and retirement, adjusting their plans as life required.
Today, our focus remains the same as it was on day one: understand the person in front of us, then build a plan that actually fits their life and financial goals.