Perrotto Private Wealth is an independent, fee-only wealth advisory founded by David Perrotto in 2011. Based in Rochester, New York, the firm serves clients nationwide and select U.S. citizens abroad. It works with affluent families, business owners, founders, executives, retirees, nonprofits, and foundations whose financial decisions benefit from coordinated advice.

The firm’s approach brings investments, cash, credit, taxes, and long-term planning into one shared picture, coordinating with clients’ CPAs and attorneys where appropriate. Its services include portfolio and investment management, retirement planning and income strategies, tax-bracket management, equity compensation planning, liquidity and reinvestment guidance, estate and beneficiary alignment, legacy planning, and family meetings. Nonprofit and foundation support includes investment policies, spending plans, committee education, and reporting.

Perrotto Private Wealth emphasizes personal, ongoing stewardship rather than disconnected services or asset-based quotas. Most ongoing advisory clients have at least $250,000 invested, while project-based, flat-fee engagements start at $1,000 and do not require an asset minimum.