Lutz & Associates is pleased to be an associate member of the RTMA and help advance its role in in providing upstate New York with vital business development, management information and customer services. For nearly 20 years, Lutz & Associates has served more than 400 families and business owners in the area of building and protecting wealth. Over time, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future. For a full list of our service offerings please visit
Carl A. Lutz
Lutz & Associates
1163 Pittsford Victor Road, Suite 100
Pittsford, NY 14534
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