Woodring LeRoy Capital Advisors

Woodring | LeRoy Capital Advisors

Your Indivisible Partners in achieving your goals.

Woodring I LeRoy Capital Advisors is a New York–based private wealth management and institutional advisory team committed to providing trusted guidance to successful individuals and families, entrepreneurs navigating exit transitions, and private corporations and non-profit organizations. With deep experience in cash flow planning, custom portfolio management, generational wealth structuring, insurance, alternative investments, lending, and tax-efficient investing, we offer tailored solutions built on a foundation of integrity.

Our unwavering belief is that clients deserve more—a partnership rooted in trust and collaboration. By delivering clear, informed advice and leveraging cutting-edge technology, we offer an elevated experience that ensures every client receives personalized, high-quality service. We foster transparency and collaboration at every turn, working closely with clients to align our expertise with their unique goals.

At Woodring I LeRoy Capital Advisors, integrity, experience, and partnership are at the core of everything we do.

Woodring LeRoy Capital Advisors

Contact Us

Woodring | LeRoy Capital Advisors
1250 Pittsford Victor Road,
Building 100, Ste. 120
Pittsford, NY 14534
(585) 505-5620

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Our clients always come first.

At Woodring I LeRoy Capital Advisors, we are committed to the fiduciary standard of care, helping to ensure every decision we make is in our clients’ best interests. We believe every client journey is unique, and we approach each with the utmost care, integrity, and expertise. Our comprehensive and rigorous process is designed to provide you with tailored guidance aligned with your goals and priorities.

Partnering with Indivisible Partners allows us the freedom and autonomy to better serve our clients while they benefit from our robust operational resources, advanced wealth platform, and exceptional leadership.

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Woodring | LeRoy Capital Advisors

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Safety and security of your assets.

Our family office custody platform, backed by the strength and security of Fidelity Investments, provides a bespoke level of care, combining world-class service with the reliability of one of the most respected names in the financial industry.

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A tailored advisory experience designed around you.

Our personalized approach is designed to elevate the quality of your financial decision-making for every stage of life. Your goals are our North Star. We are dedicated to navigating this journey alongside you, helping you feel more confident in reaching your desired outcomes.

At the heart of our approach is a high-touch, human-centered, outcomes-based advice model, supported by experienced professionals and a dedicated team who are there for you every step of the way.

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Schedule a private briefing

Interested in exploring the benefits of a private wealth experience on a family office platform?  Schedule a private briefing.

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Fidelity Investments® (Fidelity) an independent company, unaffiliated with your advisor. Fidelity is a service provider to your advisor. There is no form of legal partnership, agency affiliation, or similar relationship between your financial advisor and Fidelity, nor is such a relationship created or implied by the information herein. Fidelity Investments is a registered service mark of FMR LLC. Fidelity provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC. Members NYSE, SIPC. 1183440.1.0