Thorley Wealth Management

Rochester Business Journal Staff//October 11, 2024//

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Founder and CEO Elizabeth A. Thorley has been in the financial planning and wealth management industry for nearly 40 years and strives to use her team’s passion, commitment and years of experience to help clients meet their lifelong goals.

“As a business owner, we have the freedom to develop our client service model so that we deliver an experience we believe helps individuals accomplish their most important financial goals,” she said. “We tailor our services to meet individual needs — a custom, personal approach. As a women-owned business, we are dedicated to empowering female investors to take a more active role in their financial futures. We strive to boost their confidence in their financial decisions and their overall financial journey.”

Thorley is particularly proud of the long-term relationships she has formed with her clients.

“When I started in the financial planning and wealth management industry in 1987, my first client was a single woman who was planning to retire that year,” she said. “This year her daughter will be retiring, and our firm is helping her with that decision.”

She has also mentored many women in her career, helping them obtain professional designations, take on new responsibilities and build their businesses.

This profile is part of our Best Women-Owned Businesses for 2024. Information used in this profile was sourced from the honoree. View the full list at rbj.net.