Jarrett Felton
Founder and Managing Director
As the CEO of Invessent, Jarrett has twenty years of industry experience at Fortune 500 companies such as Merrill Lynch-Bank of America and MetLife. While working with these large companies, Jarrett recognized the opportunity to offer clients a more boutique experience—from his truly independent perspective as a fiduciary. His focus: Assisting institutions, families and individuals in creating a solid plan to help ensure brighter financial futures. Jarrett earned a Bachelor of Science in Business Administration from SUNY Potsdam. He enjoys sailing, flying and community involvement in Rochester and beyond.
Lidia Kerr
Vice President of Operations
Lidia brings more than fifteen years of bilingual management experience to Invessent. Her expertise comes from client-facing roles in healthcare and finance. As Vice President of Operations, Lidia operates on the front line, leading day-to-day client support and service. She is committed to giving her undivided attention to each and every client. It’s her high level of dedication that makes Lidia such a valuable member of the Invessent team. Lidia enjoys spending quality time with her family. She also loves to bake and work on home projects. Her greatest source of joy and inspiration are her children.
Thomas LeRoy
Wealth Advisor
As a Wealth Advisor, Thomas is driven to make a personal impact in the lives his clients. He is a recent graduate of Villanova University where he earned a Master of Business Administration degree in finance and strategic management. Preceding that, he earned his Bachelor of Business Administration in marketing from Mississippi State University. He joined Invessent after several years in wealth management at Northwestern Mutual. Thomas enjoys playing golf and basketball and boating. A Rochester native, he loves all his hometown has to offer including the local cuisine.
Invessent Services
Wealth Management & Coordination
Invessent wealth management services focus ONLY on a client-centered approach, therefore creating a unique and customized plan for each relationship under management. This cannot be done properly without the right collaboration and coordination with the other professionals in our client’s lives. We have engaged with numerous CPAs, Attorneys, and Insurance professionals over the years to ensure proper planning implementation.
Investment Advisory Solutions
Our open architecture, independent, cost sensitive, and multi-custodian platform, makes for the perfect collaboration between advice and guidance with customized portfolio building. Each client's Invessent investment advisory solution is constructed by way of a thorough risk assessment, clear understanding of objectives, and a disciplined approach for implementation. In short, we strive to reduce the complexity that can come with investing, while offering our clients a greater peace of mind.
Financial Planning and Analysis
To plan for the seen and help circumvent the unforeseen, we must first establish a financial baseline. Once we have that, we then help our clients through a series of questions, meaningful dialogue, and courageous conversations, to identify goals and timelines. At Invessent, we understand that life can be full of surprises, but we whole heartedly believe we need to have a financial roadmap or plan, with realistic expectations and some flexibility for the “what ifs” in life.
Who We Serve Families over Finances.
The Invessent wealth management style is from a 360-degree perspective, keeping focus on the client, and always meeting them where they are at in life. Too often advisors specialize in working with a particular profession but miss the mark on understanding the unique circumstances each individual/family brings. In our book, one size does not fit all!
We are different.
Since our clients come by way of their own unique circumstance and situation, we adamantly believe that “fit” is paramount when finding your wealth management team. Square peg- round hole never fits!
Invessent Guiding Principles Does your Advisor have any?
Guiding principles are only as good as the degree to which the firm walks the talk. So, we’ll keep it short.
- Duty and diligence.
Thorough and careful diligence, research and vetting of all advice—financial or otherwise to make sure we’ve looked at everything. - Honesty and transparency.
High-integrity advice that’s objective, honest, unbiased and unbeholden to any fund company or investment product. - Availability and accessibility.
Client service that is nothing short of excellent no matter the day or the hour.
Our Philosophy
- Ask the difficult questions
- Plan for the unexpected
- Challenge the rationale
- Have courageous conversations
Family
Family dynamics are essential to planning for the future and protecting what matters most.
Finances
Our client’s personal finances is crucial to helping realize dreams. A crucial conversation on money, spending habits and future goals is essential.
Health
Client’s concerns regarding their health and the health of those for whom they are responsible for should be a part of each plan.
Leisure
Money is a tool and a means to an end, but only when properly wielded can one enjoy the finer things in life much longer.
Work
The value of work in each client’s life is a prerequisite to helping each client realize their own definition of financial freedom.
Philanthropy
The client’s legacy and what’s important should be a big part of the conversation around wealth management.
Commitments
- truly understand your goals
- implementation of plan
- formulate a plan
- keep you on course
