Welcome!
J. Curtis Wealth Advisory Services is a full-service investment management & financial planning services practice, located in the heart of Downtown Rochester.
J. Curtis Wealth Advisory Services is a subsidiary of LynnLeigh & Company, LLC, a Registered Investment Advisor.
High Falls district in (Downtown) Rochester, NY under cloudy summer skies. Credit: Jeremy Francis.
Your Concerns. My Experience.
One Partnership.
My name is Jason Curtis, and I’ve been serving individuals and small business owners with their investments for 15 years now. The relationships that I work with today are a close-knit group of investors – many of which originated with one couple or individual and from there have grown to multi-generational relationships. Through their introductions and endorsements, I am grateful to be called that family’s fiduciary – a role which I take very seriously. Through their accountability and partnership, I am ever mindful of three things – scale, integrity, and value.
New digs.
Our office is located in the Sibley Building, in the heart of Downtown Rochester. Born and raised in the City of Rochester, I am proud to be a small business owner in my own city. As a boy, I can even recall going to the original Midtown Mall to ride the monorail every Christmas season and visiting my Mom when she worked at Sibley’s. Fun fact - I even modeled for Sibley’s advertisements in the D&C newspaper!
I often get asked, “Why downtown?” My answer is this - for those living in Rochester, I’m sure you’re keenly aware: to get wealth management advice that is independent from a bank or broker dealer, you are most likely driving to somewhere on the Eastside. I will take this reality one step further - imagine a community that continues “divesting” from its inner city. What then does that look like for our downtown area, but also for our our suburbs?
Today our urban centers have a new set of unique opportunities and challenges ahead. We all have a choice of what community we want to be invested in - I’ve chosen to be a part of a reimagined Downtown Rochester.
