Xenia Woltmann
Knowledge Areas
Primary:
Secondary:
Retirement Planning & Wealth Strategies
Rochester Wealth Strategies
Financial Planning and Investment Management
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Mission
A conservative and comprehensive approach, coupled with an exceptional level of service and integrity, is what supports our ambition to establish long-lasting relationships that span generations.
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About Us
Xenia began her career in finance in when she quickly realized her desire to help others and soon advanced to becoming a licensed financial specialist. After strengthening her knowledge in wealth management for over 20 years, she was excited to join Rochester Wealth Strategies with an experienced and motivated team that is committed to putting clients and the community first.
Xenia is grateful for the relationships she builds, celebrating wins and sharing in losses. She realizes that each client has a unique financial situation that requires an equally unique strategy to meet their goals. She works hard to understand every aspect of her clients’ financial picture to ensure that they do not suffer unintended financial consequences. Xenia specializes in creating strategies to help clients navigate through retirement, college, income, legacy, insurance, and tax planning. As a top mentor in her field, she has received numerous awards for outstanding performance. However, Xenia feels that her greatest achievements have been when clients finally achieve their objectives and the reassurance she has gained through client referrals.
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Map
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Video Intro
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A conservative and comprehensive approach, coupled with an exceptional level of service and integrity, is what supports our ambition to establish long-lasting relationships that span generations.
Xenia began her career in finance in when she quickly realized her desire to help others and soon advanced to becoming a licensed financial specialist. After strengthening her knowledge in wealth management for over 20 years, she was excited to join Rochester Wealth Strategies with an experienced and motivated team that is committed to putting clients and the community first.
Xenia is grateful for the relationships she builds, celebrating wins and sharing in losses. She realizes that each client has a unique financial situation that requires an equally unique strategy to meet their goals. She works hard to understand every aspect of her clients’ financial picture to ensure that they do not suffer unintended financial consequences. Xenia specializes in creating strategies to help clients navigate through retirement, college, income, legacy, insurance, and tax planning. As a top mentor in her field, she has received numerous awards for outstanding performance. However, Xenia feels that her greatest achievements have been when clients finally achieve their objectives and the reassurance she has gained through client referrals.
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