Adrienne Rothstein Grace

Buffalo, Ny

Adrienne Rothstein Grace brings 30 years of financial advisory experience to clients in transition. Whether that transition is in marital status, household partners, job change or elder year planning, Adrienne's holistic approach to financial transition planning guides clients through prudent preparation as well as rebuilding. With a measured approach to growth preservation of assets, Adrienne works closely with her clients to develop a sound, comprehensive plan, created for each individual in transition. Adrienne's focus is to help clients navigate their transition eliminating financial pitfalls.

  • Work
    • ARG Transitions Planner, Davis Financial
  • Education
    • State University of NY at Buffalo