The QCI Team
Serving the greater Pittsford, NY, area.
Talk to the team
Location
Pittsford, NY, 14534 (585) 218-2060
A team behind every plan
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.
Already a client? Access your accounts.
Meet Our Team
Every detail of your big picture
Beyond the six core areas of wealth management, we also offer specialized solutions including employee retirement account management, trust services, tax preparation, and business owner consulting. For businesses, we provide guidance for plan sponsors, plan participant education, and employee benefits programs.
Planning for retirement
Financial freedom in retirement is about creating a strategic plan for a viable, predictable, tax-efficient stream of income.
Investing with a plan-first mindset
We offer investment guidance designed to strike a balance between risk/return and align with your financial goals.
Preparing for the unexpected
Risk management is about being prepared. We can help verify that your current insurance policies fit your unique needs.
Managing my tax strategy
Every effective plan starts with an integrated tax strategy. Our team can help you manage your tax liabilities.
Building my legacy
Our team can build a plan that reflects your passions and provides for your loved ones, now and in the future.
Creating a financial plan
We will help you assess your situation, recognize and pursue opportunities, and craft a detailed financial plan.
Where we are
Our offices, one team
Primary office
Pittsford, NY
1040 Pittsford Victor Rd
Pittsford, NY 14534
The primary office is listed first, followed by the remaining offices alphabetically. The team serves clients from every office and meets virtually across the region.
Pittsford, NY
Pittsford, NY 14534
What working together looks like
Discover
A no-cost conversation about where you are, what you own, and what you want money to do for the people you love.
Plan
A written plan covering income, tax, estate, and insurance — reviewed by a planner, a tax professional, and a strategist before you see it.
Implement
We put the plan to work: portfolios built to your risk tolerance, accounts consolidated, beneficiaries and documents aligned.
Review
Scheduled reviews each year — and a team that picks up the phone when life changes between them.
Insights from QCI Team
What we’re thinking about
Tax Implications of Marital Trusts: How Do They Differ?
Managing Your Post-Secure Act Inheritance as a Non-Eligible Designated Beneficiary
What Happens to my Equity Compensation if I’m Laid Off?
Newsroom and Resources
View AllNerdwallet: Ed Silversmith Jr Featured in “Making $200K and Still Feel Financially Stretched? You’re Not Alone”
CBS: Ed Silversmith Featured in “5 Expert-Driven Tips for Paying Off $30,000 in Credit Card Debt”
FinancialPlanning: Edward Silversmith Jr. Featured in “American’s Top 5 Financial Regrets.”
Financial Planning: Edward Silversmith Jr. Quoted in “American’s Top 5 Financial Regrets”
One coordinated team, built around your plan
Our advisory teams work best with households that have $500,000 or more in investable assets.
Ready to talk now? Call 763-401-5685.
(Weekdays 8am–6pm Central)
Get your second opinion
Meet with us and get your complimentary, hand-crafted Wealth Blueprint to serve your financial goals.
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