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Kickstand is a wealth advisory firm located in Pittsford, New York, with clients nationwide. Our mission is to bring clarity, perspective, and direction to your financial life.

  • 585.382.8600
  • 585.382.8599
  • 1250 Pittsford Victor Rd., Bldg. 200, Suite 290 Pittsford, NY 14534
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Kickstand Wealth Advisors (“Kickstand”) is an SEC registered investment adviser.  SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability.  Kickstand may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements.  Kickstand’s website kickstandwealth.com referred to herein as the “Website”) is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links.  Accordingly, the publication of the Website on the Internet should not be construed by any client and/or prospective client as Kickstand’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet.  Any subsequent, direct communication by Kickstand with a prospective client will be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.

Kickstanddoes not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to the Website or incorporated herein, and takes no responsibility therefor.  All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

© 2025 Kickstand Wealth Advisors.

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You are now leaving the Kickstand Wealth Advisors, a dba of Kickstand Ventures, LLC (“Kickstand Wealth Advisors”), Website and will be entering the Charles Schwab & Co., Inc. (“Schwab”) Website. Schwab is a registered broker-dealer, and is not affiliated with Kickstand Wealth Advisors or any advisor(s) whose name(s) appears on this Website. Kickstand Wealth Advisors offers investment advisory services through Kickstand Ventures, LLC, a registered investment adviser. Kickstand Wealth Advisors is independently owned and operated. Regardless of any referral or recommendation, Schwab does not endorse or recommend the investment strategy of any advisor. Schwab has agreements with Kickstand Wealth Advisors under which Schwab provides Kickstand Wealth Advisors with services related to your account. Schwab does not review the Kickstand Wealth Advisors Website(s), and makes no representation regarding the content of the Website(s). The information contained in the Kickstand Wealth Advisors Website should not be considered to be either a recommendation by Schwab or a solicitation of any offer to purchase or sell any securities.

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