Rochester Wealth Strategies, LLC

Xenia Woltmann is a financial advisor at Rochester Wealth Strategies, LLC with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at CITIZENS Bank and PNC Bank and Investments prior to joining Rochester Wealth Strategies. Outside of financial advising, she is co-owner of an apparel and jewelry business, where she coordinates deliveries and market testing. Rochester Wealth Strategies serves individuals, including high-net-worth clients, and various institutional clients by providing planning-centric wealth management and pension consulting services. The firm emphasizes fundamental analysis and constructs strategic, ETF-based portfolios designed for multi-year market cycles with a focus on total return and tax efficiency.

Dominic Garcia is a financial advisor at Rochester Wealth Strategies, LLC with 16 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley for 11 years and Private Advisor Group, LLC for one year. Rochester Wealth Strategies serves individuals, including high-net-worth clients, as well as institutional clients such as pension plans, trusts, and charitable organizations. The firm offers planning-centric wealth management with a focus on fundamental analysis and strategic, primarily ETF-based portfolios designed for multi-year market cycles.

Julie Lobaza is a financial advisor at Rochester Wealth Strategies, LLC with five years of industry experience. She holds a Series 65 designation and has worked at Rochester Wealth Strategies since 2018. Outside of her advisory role, she owns a technology consulting firm serving small and mid-sized businesses. Rochester Wealth Strategies serves individuals, including high-net-worth clients, as well as institutional clients such as pension plans, trusts, and charitable organizations. The firm offers planning-centric wealth management with an investment process focused on fundamental analysis and strategic, primarily ETF-based portfolios designed for multi-year market cycles.

Milorad Skoric is a CFA® charterholder with 17 years of industry experience, currently serving at Rochester Wealth Strategies, LLC since 2020. Prior to this, he worked at Comerica Securities and Comerica Bank from 2003 to 2018. Outside of his advisory role, he owns and manages multifamily real estate properties through two limited liability companies. Rochester Wealth Strategies provides planning-centric wealth management and pension consulting services to individuals, including high-net-worth clients, as well as institutional clients such as pension plans, trusts, and charitable organizations. The firm’s investment approach focuses on fundamental analysis and primarily ETF-based portfolios designed for multi-year market cycles, emphasizing total return and tax efficiency.