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Lynnleigh & Company
Curtis founded the practice to serve individuals and small business owners, and has done so for 15 years.
Lynnleigh & Company
Curtis founded the practice to serve individuals and small business owners, and has done so for 15 years. The client base is compact and was built largely through personal introductions — many relationships started with one individual or couple and expanded across generations. Lynnleigh & Company, the registered investment advisor behind the DBA, operates with a deliberate geographic bet on Rochester’s urban core. The firm provides full-service investment management and financial planning. Charles Schwab & Co. acts as primary custodian for client accounts. The strategy is anchored in a fiduciary posture, with Curtis emphasizing scale, integrity, and value in the firm’s own description of its work. The practice does not disclose a sector or stage mandate; it functions as a generalist wealth management and financial planning shop for a concentrated book of private clients. Lynnleigh & Company runs lean. The only professional identified publicly is Jason Curtis; a Lauren handles general business inquiries. The firm maintains a single office in the Sibley Building at 260 E. Main Street in downtown Rochester. There is no evidence of additional offices or adjacent vehicles such as a philanthropic foundation or real-asset arm. The structural differentiator is location and independence. Curtis chose to plant the firm in downtown Rochester — an area he acknowledges others have divested from — instead of the Eastside suburbs where most non-bank wealth managers cluster. That decision is an explicit statement about community investment, and it shapes both the firm’s identity and its client conversations.
General information
Firm type
Bank / Wealth / Trust
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Rochester
Corporate office
260 E. Main Street, Suite 3400, Rochester, NY 14604, United States
Principals
Jason Curtis
Principal
Frequently asked questions
Who runs investment decisions at 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.
How does Lynnleigh & Company source clients?
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.
Is Lynnleigh & Company structured as a family office?
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.
Who custodies client assets?
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.
Where is the firm physically located, and why does that matter?
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.
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