Woodring LeRoy Capital Advisors

Experienced professionals. Unmatched partnership.

Meet our team of highly credentialed professionals dedicated to providing expert guidance, exceptional service, and strategies designed to meet your financial goals. With deep expertise in private wealth management, our team includes a Certified Financial Analyst® (CFA®), a Certified Private Wealth Advisor® (CPWA®), and a Certified Investment Management Analyst® (CIMA®). Our firm’s culture fosters collaboration, creativity, forward-looking ideas, and differentiated thinking, and we focus on a unique approach to every client relationship. We take pride in helping our clients feel more confident about their financial future by maintaining rigorous standards of service and integrity, reflecting our commitment to excellence.

Meet the team

Lee Woodring

Lee Woodring
CPWA®Certified Private Wealth AdvisorCIMA®Certified Investment Management AnalystCEPA®Certified Exit Planning AdvisorCPFA™Certified Plan Fiduciary Advisor

Managing and Founding Principal, Private Wealth & Institutional Advisor
(585) 505-6388

Robert LeRoy

Robert LeRoy
CFA®Chartered Financial AnalystCEPA®Certified Exit Planning Advisor

Founding Principal, Portfolio Manager and Private Wealth & Institutional Advisor
(585) 505-5598

Extended Team

Team awards and recognition.

Our industry recognition showcases our dedication to excellence in wealth management, which we believe aligns with our commitment to deliver the outcomes our clients desire.

Forbes “Best-in-State Wealth Management Teams”, 2023-2024

Lee Woodring was named to Forbes “Best-in-State Wealth Advisors” list in 2018-2023.

Source:  The Forbes “Best-in-State Wealth Management Teams” list, published annually in January. Rankings based on data as of March 31 of prior year.  The Forbes “Best-in-State Wealth Advisors” list, published annually Jan – April. Rankings based on data as of June 30 of prior year. Data provided by SHOOK® Research, LLC. Forbes Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to measure best practices; also considered are: client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

The word Forbes

Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®, CPWA® and Certified Private Wealth Advisor®. Use of CIMA®, and/or Certified Investment Management Analyst®, CPWA® and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for certification. Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States. CFA® and Chartered Financial Analyst® are registered trademarks of the CFA Institute. CEPA® and/or Certified Exit Planning Advisor® certification is issued by the Exit Planning Institute to represent completion of an exit planning and value acceleration program. CPFA™ and/or Certified Plan Fiduciary Advisor™ certification is issued by the National Association of Plan Advisors to represent completion of a credential program involving fiduciary responsibility, regulatory compliance, and best practices in retirement plan management. For advisor registration information, please visit advisorinfo.sec.gov.

Schedule a private briefing

Embarking on a bespoke financial planning journey begins with a conversation.

CONTACT US TODAY