QCI Team

1040 Pittsford Victor Rd

Pittsford,

NY

14534

About the QCI Team

Client first. A guiding principle for our team, we are committed to providing nothing less than exceptional service for every client. We back up this claim with a highly engaged and talented group of advisors and retirement plan specialists who take the time to understand your specific needs, goals, and circumstances. Our team of advisors provide tailored wealth management consulting and retirement plan services through our client-first philosophy, unwavering judgment, and meticulous search for opportunities. As with anything created through dedication and care, our goal is to build you a lasting financial future.

Resources from our team

Filters

Blog

As you get closer to your chosen retirement date, it’s not uncommon to feel a sense of unease. Sure, you’ve been saving and planning, but how can you be certain that you’ve done enough?

Blog

The Setting Every Community Up for Retirement Enhancement (SECURE) Act was passed in December 2019, and its “sequel,” the SECURE Act 2.0 was passed a few years later in December 2022. While the list of changes from these two pieces of legislation could warrant a short novel, let’s take some time to dissect a related issue I have been helping next-generation clients with.

Blog

Trusts are popular estate planning tools used to transfer assets to beneficiaries while minimizing the effect of estate taxes. Spousal trusts, also known as marital trusts, fall into a subclass of trusts that can help you reduce the size of your estate for tax purposes while providing financial security for your spouse, family, and other beneficiaries.

Blog

There are a variety of ways that companies can attract and keep employees. Whether through leave options and other paid time-off perks, extensive health care coverage, or the ability to work remotely, companies have no shortage of benefits to offer to stand out from the crowd when attracting talent. For highly compensated employees or employees of startups, you may also be offered compensatory benefits like equity compensation.

Newsroom

Edward Silversmith Jr. CFP®, CPWA®, an Associate Portfolio Manager at Wealth Enhancement Group was quoted by Financial Planning in “American’s Top 5 Financial Regrets.” 

Team locations

Pittsford, NY
1040 Pittsford Victor Rd, Pittsford, New York, 14534

Your complimentary consultation

During your no-obligation meeting, you will:

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Get a second opinion on your financial situation

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Be matched with a Wealth Enhancement advisor

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Begin crafting a comprehensive financial plan

Already a client of Wealth Enhancement? Schedule your consultation in your client portal.

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Barron’s - Top Mega RIA Firms 2024

Forbes - Top RIA Firms 2024

USA Today - Best Financial Advisory Firms 2025

CERTIFIED FINANCIAL PLANNERS (CFP®)

CERTIFIED PUBLIC ACCOUNTANTS (CPA)

JURIS DOCTOR (JD)

LOCAL OFFICES

USA Today: Awarded 4/23/25 for the five-year period ending January 2025. Barron’s: Awarded 9/16/24 for the period of 6/30/23 - 6/30/24. Forbes: Awarded October 2024 for the period of 3/31/23 - 3/31/24.