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Caruso Wealth Advisory Group of Raymond JamesCaruso Wealth Advisory Group of Raymond James
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  • Caruso Wealth Advisory Group
    100 Meridian Centre Blvd Ste 315 Rochester, NY 14618 T: 585.274.5000 F: 866.466.8024
    Map and Directions Map and Directions
  • Michael Caruso
    , D: 585.274.5016
  • Danielle Mitchell
    , D: 585.274.5023
Caruso Wealth Advisory Group of Raymond JamesCaruso Wealth Advisory Group of Raymond James
Are outside forces shaping your legacy or are you in control?

Live your legacy

We often think of legacy planning as a way to pass on wealth when we’re gone. But a legacy is so much more than what you’ll someday leave behind. It’s a living reflection of who you are. It’s your story, unfolding in real time, inspired by what makes life fulfilling.

What’s at the center of your living legacy?

Take the quiz
Grandfather teaching granddaughter how to ride a bike

Your family legacy

Fill everyday moments with extraordinary love.

Woman appearing confident with coffee and cell phone

Your career legacy

Create a lasting impression through your life’s work.

Artist painting a wall mural

Your community legacy

Make a meaningful difference in the world around you.

Your time is now

Ready to live your best life – one filled with meaning and purpose? You’re off to a great start. Go further with the help of our team. We can guide you as you work toward your biggest goals – for your family, your career, your community and yourself.

Contact Us

Are you ready? Let’s uncover the possibility of working together.

Caruso Wealth Advisory Group of Raymond JamesCaruso Wealth Advisory Group of Raymond James
  • 100 Meridian Centre Blvd Ste 315 Rochester, NY 14618
  • 585.274.5000
  • 866.466.8024
  • Map & Directions
  • Map & Directions
  • Michael Caruso: ,
  • D: 585.274.5016
  • Danielle Mitchell: ,
  • D: 585.274.5023

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