in·ves·sent Was created to express our belief that there can be authenticity in investing.

Serving our clients is not only an honor, but also a privilege. Advice and guidance from a Fiduciary, Fee-only, and 360-degree wealth management perspective, is the only way we see fit to serve within this ever-evolving and fast-paced wealth management space.


Press Room

News 8
May 12th, 2021

State Sen. Jeremy Cooney proposes Universal Basic Income pilot program in Monroe County

Managing Director - Jarrett Felton
interviewed by:
Jack Watson

View Article

Fox Rochester
March 9th, 2021

American Rescue Plan Act of 2021-$1.9 trillion economic stimulus bill passed by the 117th United States Congress

Managing Director - Jarrett Felton
interviewed by:
Alexis Arnold

View Article

Fox Sports 1340AM
February 2nd, 2021

Passion, Profession and Purpose

Managing Director - Jarrett Felton
interviewed by:
Kelsey Nicole Nelson

View Article

Talk to Us Is your story being heard?

Our non-traditional approach may not be for everyone, but those searching for an outside-of-the-box solution might find Invessent to be the right fit.

One South Washington Street • Suite 130
Rochester, NY 14614

Phone: 585-510-7060

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Initial consultations with the Invessent financial advisory team are complimentary.