Lynnleigh & Company

Jason Curtis serves as the principal and the face of the practice. He describes himself as having 15 years of experience serving individuals and small business owners. The firm does not publicly identify any additional investment committee members or analysts.

The practice grows almost entirely through referrals from existing clients. Curtis notes that many relationships started with one couple and expanded into multi-generational engagements. There is no indication of a marketing or business-development function beyond that organic network.

No. Lynnleigh & Company is a Registered Investment Advisor that operates a wealth management and financial planning practice doing business as J. Curtis Wealth Advisory Services. It serves multiple unrelated families and individuals.

Charles Schwab & Co. is identified as the primary custodian for client accounts, a common arrangement for independent RIAs that want to separate advisory services from asset custody.

The office is on the third floor of the Sibley Building at 260 E. Main Street in downtown Rochester, New York. Curtis deliberately chose the location as a statement of investment in the city’s urban core, contrasting it with the Eastside suburbs where most independent wealth managers in the area are concentrated.