Adrienne Rothstein Grace

Adrienne Rothstein Grace

Registered Representative, CFP, CDFA, CLTC

Founder of TransitioningFinances, a holistic financial planning firm that works to empower women to live in harmony with their money and reach their financial goals, Adrienne specializes in helping women contemplating or in the divorce process, and through post-divorce transitions. She also advises widows and others who are experiencing other financially challenging transitions, to protect, manage and grow their assets.

With a long career in financial services, as Bank Manager, Trust Officer, Investment Advisor Representative, Insurance Manager and Financial Planner in the WNY area, Adrienne brings wide-ranging knowledge to assist her clients through their transitions, and to financial peace of mind.

QUALIFICATIONS

  • Certified Financial Planner®
  • Certified Divorce Financial Analyst
  • Investment Advisor Representative
  • Licensed to sell Life & Health Insurance,  New York, Massachusetts, S.Carolina, Tennessee
  • Licensed to sell securities products in New York, Massachusetts, S. Carolina, Alabama

ORGANIZATIONS

  • Immediate Past-President, WNY Collaborative  Law Professionals, LTD
  • Board of Directors, Girl Scouts of WNY;  Finance Committee
  • New York State Council on Divorce Mediation
  • National Assn. of Women Business Owners
  • Member, National Speakers Association

A divorce settlement can be a financial disaster or it can be the start of a secure financial future. With the emotional chaos of divorce, too many women are willing to accept the settlement agreements they’re offered without fully understanding the short- and long-term financial and tax implications. We help empower them to make the best decisions for now and the future.

Post-divorce: When the settlement is complete, your new financial reality is at hand. We clarify the elements of your post-divorce financial position and provide the follow up to enforce your financial agreement.  We facilitate the safe, secure transfer of assets, so you can transition to your new financial life with confidence.

In times of transition: marriage; loss of spouse/partner job loss; retirement; senior care issues- we help to plan and implement wise financial strategies and manage assets to relieve financial anxiety and enable peace of mind. Your holistic financial plan will help you to live in harmony with your money, and reach your new goals.

Provide custom crafted wealth management and asset protection services to take the stress out of finances and investing, to meet your unique needs for now and the future.

1404 Sweet Home Rd, Suite 9 Amherst, NY 14228

Empowering You. Financially.

Going from We to Me: A Financial Guide to Divorce is available on Amazon, Kindle and Audible

Securities and Advisory Services offered through Cadaret, Grant & Co., Inc., a Registered Investment Advisor and Member FINRA/SIPC. Davis Financial Services and Cadaret, Grant & Co., Inc. are separate entities.

Phone 716-817-6425
Fax 716-313-1754