DRJ Planning & Wealth Management

DRJ Planning & Wealth Management Disciplined Strategies. Responsible Planning. Join D.R.J. Planning & Wealth Management to make the m That is our promise to our clients. Doug holds a B.S.

Without a dedicated and disciplined team behind you, the best financial plans can still leave you searching for answers. At DRJ Planning & Wealth Management, not only do we combine the comprehensive details of your financial life into a holistic plan for your world today, we strive to build a lasting financial foundation for the years to come. Prudent guidance, personalized service, independent vo

ices and disciplined partners you can trust. Doug Hendee, Certified Financial Planner, and RJ DeMonte, Financial Advisor, bring their abundance of experience and balanced perspectives together to tailor strategies and financial plans for individual and institutional clients throughout the greater Rochester area and around the United States. Doug Hendee began his career at Dean Witter before earning his Certified Financial Planner designation in 2007. Degree in Psychology from Miami University in Ohio. An avid lacrosse player and member and instructor at Midtown Athletic Club, Doug lives in Penfield with his two Bulldogs. RJ DeMonte started his career at Wells Fargo Advisors before joining Brighton Securities in 2017. A native of Syracuse, NY, RJ graduated from Nazareth College and has remained in Pittsford since. A competitive golfer, RJ still plays a full schedule of statewide amateur events. RJ enjoys giving back through Make-A-Wish and is a member of the Donald Ross Society. Together, Doug & RJ use their disciplined and balanced approach to simplify the complexities of wealth management, ensuring that their clients have a financial plan that evolves with their needs and the ever-changing world around us. Their clients see value in Doug & RJ’s unique and distinct approach that allows them to focus on what they enjoy and do best, living more fulfilled lives. Planning & Wealth Management to make the most of your financial journey.

04/20/2022

Your Wednesday update is here! Another choppy day in the markets but one name, in particular, has us raising our eyebrows. What is going on? Let's get into it!

04/13/2022

Opening up yesterday with some data initially, the market responded favorably but rolled over and crept into the red. What does it all mean? Let's get into it!

03/22/2022

Closing out today with the S&P slightly in the red, energy continuing to work and yields moving higher. What else? Well, let's dive into it!

03/08/2022

A lot of intraday volatility with the Dow up over 400 points and finishing down nearly 200. The chop continues, here are our thoughts!

02/24/2022

An interesting day in the market. Nasdaq down 14% for the year but a face-ripping rally off the bottom for the day. With a European conflict underway what could that mean for the future? Let's get into it!

02/18/2022

Down over 600 points and yields are back up? What is going on! Lets get dig into it!

02/16/2022

10 year yield over 2%..Retail sales collapsed? Market rally? What makes sense. Lets get into it!

02/11/2022

Yesterday we got hit in the face with Hot Inflation. Let's talk about it!

Here are eight key sectors that could impact your business costs. With all the volatility in virtually every industry to...
01/13/2022

Here are eight key sectors that could impact your business costs. With all the volatility in virtually every industry today, a good plan can make all the difference between growth and failure.

What’s in store for all sorts of business costs in 2022?

Stressed about market volatility and feel like you need to change your investments accordingly? Here are 5 things to do ...
01/11/2022

Stressed about market volatility and feel like you need to change your investments accordingly? Here are 5 things to do before.

During a downturn is not usually the best time to make changes to your investment portfolio

This new strategy is paving the way for netzero shipping.
01/06/2022

This new strategy is paving the way for netzero shipping.

Policy-making at every level plays a critical role in this transition.

This article outlines the key differences between REITs vs. real estate funds. One distinction is that while REITS pay o...
01/04/2022

This article outlines the key differences between REITs vs. real estate funds. One distinction is that while REITS pay out dividends, real estate funds can appreciate in value.

A real estate investment trust (REIT) invests in income-producing real estate and trades like stocks. Real estate funds are mutual funds that may invest in REITs.

Address

1703 Monroe Avenue
Rochester, NY
14618

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+15853402232

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