Woodring | LeRoy Capital Advisors brings holistic wealth management approach to region

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Wealth management firm Woodring | LeRoy Capital Advisors (WLCA) has opened a local office, marking a new chapter for the firm’s leadership team — whose roots run deep in the city’s financial community.  

The opening of the office on Pittsford Victor Road in Pittsford earlier this year reflects WLCA’s commitment to providing local clients with personalized, sophisticated financial planning services through its affiliation with Indivisible Partners, a national wealth platform based in Clearwater, Fla.  

Together, the firms are combining local experience with national resources to serve families, business owners and individuals across the region. 

“This is a huge opportunity for us and for Rochester,” said Lee Woodring, WLCA’s managing and founding principal.  

He noted that partnering with Indivisible Partners allows the local firm to take a more holistic approach to helping clients achieve their goals, while maintaining the close relationships that they have developed.  

A SUNY Geneseo graduate, Woodring first joined Merrill Lynch Wealth Management as an intern in Rochester in the early 1990s. Decades later, he’s leading a firm with a national platform behind him. 

Woodring co-founded WLCA in January with fellow SUNY Geneseo alum Robert (Bobby) LeRoy, who also interned under Woodring as an undergraduate. The two have built their careers around the same values that first connected them: integrity, local relationships and long-term planning. 

WLCA’s client base includes a broad mix of families, professionals and entrepreneurs.  

A key focus, Woodring said, is helping business owners plan for succession and exit strategies — whether that means selling a company or transitioning ownership to the next generation. 

Working with Indivisible Partners has also brought Woodring’s career full circle in another way. Eight of the 10 Indivisible partners, including his mentor Paul Lambert, also previously worked for Merrill Lynch. 

As WLCA looks ahead, Woodring sees technology and AI as critical to expanding the firm’s capabilities and delivering more personalized client service.  

The technology, he said, will play a role in how the local business grows, helping clients make smarter, more informed decisions.  

WLCA and Indivisible Partners are also investing in Rochester’s next generation of financial and technological talent.  

Through a partnership with the Rochester Institute of Technology (RIT), the firm is bringing co-op students into its office, creating opportunities for young professionals to gain national-level experience without leaving the region. 

For Indivisible co-founder and Chief Technology Officer Alok Kapoor, the Rochester expansion carries special meaning.  

Once an RIT co-op student himself, Kapoor now leads Indivisible’s tech-forward approach to wealth management. He was joined at the office’s grand opening in September by Benjamin McManus, Indivisible’s current RIT co-op student. 

“RIT gave me my start as a co-op student, so being back here with our team — and now working alongside an RIT co-op of our own — is a special moment,” Kapoor said. “It reinforces how innovation and talent from this community continue to shape the future of our industry.” 

Woodring added that the firm’s deep community involvement — including support for AutismUp, McQuaid Jesuit, and the SUNY Geneseo Business Advisory Council — will remain central to WLCA’s mission as it grows. 

“We’re proud to call Rochester home,” he said. “This is where it all began—and where we’re building what’s next.” 

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