Summer 2018 Financial Advocate Newsletter

We’re excited to share with you the newest edition of The Financial Advocate. In this issue, you’ll find information about the Tax Cuts and Jobs Act (TCJA), an article on estate planning, portfolio updates…read more


We’ve Moved!

High Falls Advisors has moved! Our new office is in the recently renovated 3 City Center at 180 S. Clinton Avenue in downtown Rochester. The larger and more modern office space will…read more


How to Respond to a Data Breach

As you may already be aware, a security breach was recently announced at Equifax, one of the three major credit reporting agencies in the U.S. Please read the article below that talks…read more


Winter 2017 Financial Advocate Newsletter

In this issue you’ll find an interview with our Founder, Jim McBride, an article on Retirement Income Management, Portfolio Manager Updates as well as the first article in our new series entitled…read more


Tax Season

Tax season is underway and the High Falls Tax Team is working diligently to meet the pending deadline of Tuesday, April 18th. Visit our “Tax Tools” section to access helpful resources.


The Client Portal is here!

We recently upgraded our technology and are now able to interact with you through our new client portal. Performance information, transaction detail and other reports are at your fingertips in your secure…read more