Bill brings over 20 years of experience providing clients with comprehensive financial plans and customized wealth management strategies. A CERTIFIED FINANCIAL PLANNER® professional, he also maintains FINRA Series 7 and 66 securities registrations, along with life and health insurance licenses.
Drawing on his diverse background in management and operations, Bill has built a career helping individuals and small businesses achieve their financial goals with discipline and care. Before entering financial services nearly 25 years ago, Bill earned a B.S. in Mechanical Engineering from the Rochester Institute of Technology and began his career in energy services with Niagara Mohawk Power Corporation, later launching his own company. He transitioned to wealth management in the late 1990s, first as a financial advisor with AXA Advisors and later as a founding partner of Diversified Wealth Strategies, LLC.
A lifelong resident of Central New York, Bill is proud to have worked alongside his son, Bill Jr., for more than 15 years—a partnership that continues today at Farther. He and his wife, Rosanne, raised two student-athlete children and now enjoy watching their grandchildren thrive. Bill splits his time between New York and Florida, with an occasional round of golf when the opportunity arises.
Start by scheduling a discovery call. Think of it as a mutual interview, not a sales pitch. We’ll explore your goals, assets, and financial vision. If we’re the right fit, our Concierge Team seamlessly handles setup and transfers, ensuring a smooth, tax-efficient transition from day one.
Farther advisors act in your best interest and are fiduciaries. We’ve eliminated commissions to remove conflicts and use a simple, transparent fee structure. Our growth depends directly on your success — we thrive only when your wealth does.
Our technology amplifies — not replaces — human expertise. The platform manages daily precision tasks, freeing your advisor to focus on strategy and nuance. This blend of advanced automation and human insight ensures your wealth benefits from both innovation and personal guidance.
Farther’s platform uses advanced encryption, continuous monitoring, and a proprietary vault architecture engineered for maximum data integrity. Backed by leading global tech investors like Alphabet’s CapitalG, our systems are designed and vetted to keep your wealth safe.
Farther acts as your wealth’s central hub. Our unified platform brings all your accounts together, while your dedicated advisor orchestrates your investment, tax, and estate strategies. The result is a seamless, proactive, and fully coordinated approach to managing every part of your financial life.
