Echelon Wealth Advisors recently merged with Naviter Wealth. Our combined firm, operating under the Naviter Wealth brand, oversees nearly $1B in assets and serves clients nationwide.

Please rest assured that we’re still here in our offices on Monroe Avenue in Rochester, NY, and we’re thrilled to be able to offer you even more services than ever before.

We invite you to explore to learn more and to reach out with any questions.

Let’s discuss how Naviter can help guide your financial journey.

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