Listen first
We start with your goals, cash flow, and what “enough” looks like for you.
Living for today, planning for tomorrow
Only two things making money: people at work and money at work.
Primetime helps your money work — investing for your goals, with clear advice and a plan that fits your life.
Start here
What best fits your household right now?
Pick the situation that sounds like you. We’ll take it from there — investing first, with clear advice and a plan that fits.
Investing
I want to grow my investments
Build and manage a portfolio aimed at your goals.
Talk with us → Rollovers401(k) / 403(b) rollovers
Moving an old workplace plan? Get the rollover done cleanly.
Talk with us → AnnuitiesDo you have an old annuity that hasn’t seen the light of day in years?
Dust it off, see what you own, and decide if it still earns a place in your plan.
Talk with us → TaxesI want tax harvesting
Use losses strategically so more of your money stays invested and working.
Talk with us → CalculatorRule of 72 — doubling calculator
See how long money may take to double based on a rate of return.
Open calculator → 2026 limitsCurrent IRA & Roth IRA contribution limits
$7,500 under 50 · $8,600 age 50+ — this year’s IRS caps at a glance.
See 2026 limits → LegacyEstate planning
Align investments and transfers so your plan outlasts you.
Talk with us → ProtectionLife insurance quotes
See coverage options that fit your family, income, and estate goals.
Talk with us → RetirementI’m nearing retirement
Get the portfolio and income plan ready for the next chapter.
Talk with us → RetiredI’m already retired
Stay invested wisely and draw down with confidence.
Talk with us → Standard Fiduciary
Structure Independent RIA
Based in Pittsford, NY
How we work
Practical advice. Plain language. Long-term thinking.
No hype — just a clear process.
Plan before product
The strategy comes first. Investments and accounts follow the plan — not the reverse.
Stay with you
Markets move. Life changes. We review and adjust so the plan keeps fitting.
What you can expect
Advice that starts with your life.
Fiduciary standard
We put your interests first.
Personalized planning
Not a one-size portfolio.
A real relationship
Ongoing advice, not a one-time sale.
Looking for an investment advisor?
New clients are welcome. Tell us where you are — we’ll respond within 1–2 business days. No hard sell.
Start a conversation