Rochester Office

Five Star Bank Plaza
100 Chestnut Street, 15th Floor Rochester, NY 14604
585.461.6085

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Welcome to our Plaza Office

Courier Capital | Registered Investment Adviser

 
In the heart of Downtown Rochester, our office is located on the 15th floor of Five Star Bank Plaza. As a vibrant cultural and economic hub of the region, this central location perfectly positions our wealth management and investment advisory team to serve both individuals and corporate clients across Western New York and the Finger Lakes region.
 
 
 

What We Deliver

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Investment Advisory

Active and passive investment strategies tailored to client needs, as well as risk-controlled investment management with comprehensive, transparent portfolio reporting. 

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Wealth Management & Planning

 Comprehensive financial and estate planning for individuals and families using the most sophisticated strategies and planning tools in the industry. 

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Retirement Plan Fiduciary Oversight

Services for 401(k), 403(b), and Deferred Compensation plans that include independent investment selection and monitoring, service provider due diligence and fee negotiation, and participant education and support. 

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Institutional Asset Management & Consulting

Customized portfolio management that aligns with the investment and spending policies of the institution whether it be a foundation, endowment or corporate account.

 
 

Local Leadership

James Iglewski
President

Rebecca Westervelt, AIF®
Senior Managing Director - Retirement Services

Nicholas Norvell, CFP®
Senior Vice President & Senior Portfolio Manager

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