Jesse Cramer
A former aerospace engineer now helping people plan confident retirements.
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Serving Clients Nationwide
A former aerospace engineer now helping people plan confident retirements.
Areas of Focus
- Estate Planning
- Financial Planning
- Investment Management
- Retirement Planning
- Retiring Early (F.I.R.E)
- Social Security Optimization
- Tax-Efficient Planning
- Withdrawal Sequencing
About Jesse Cramer
Hi, I'm Jesse Cramer, an Advisor and Partner at Rialto Wealth Management.I focus on retirement planning, especially for retirees in the financial independence ("FIRE") or "Bogleheads" communities.
Prior to joining Rialto, I spent 4 years working at an advisory firm in Rochester, NY, and spent 7 years as an aerospace engineer, designing satellite telescope systems.
I hold both a bachelor’s and master’s degree in Mechanical Engineering from the University of Rochester.
Giving back to the community is important to me. I serve on the board of Lollypop Farm, the Humane Society of Greater Rochester, and act as treasurer for the Rochester Rotary. I also host the podcast Personal Finance for Long-Term Investors, where I share insights with over 20,000 investors and retirees each month.
At home in Rochester, life revolves around my wife, Kelly, and our two daughters, Maeve and Tess. When I'm not with family or working with clients, you can usually find me playing racket sports, heading up to the Adirondacks, or unwinding with a good book.
Primary Location
450 Willowbrook Office Park, Fairport, NY 14450
Additional Locations
📍 126 N Salina Street, Syracuse NY, 13202
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Flat Fee
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to get in touch and schedule a free introductory conversation. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
About Rialto Wealth Management
Rialto Wealth Management is a fee-only, fiduciary, advisory firm based in Syracuse, NY. From financial planning to investment management, we help families across New York and beyond.Founded in 2022, our firm was built on the idea that clients deserve an independent voice: we have no shareholders and no private equity ownership, and our firm is 100% employee-owned. We believe in detailed planning and low-cost investing, delivering great advice for a fair price.
Who We Serve
We work with families, business owners, and individuals planning for retirement, including those in the financial independence (FIRE) and Bogleheads communities who want an evidence-based, low-cost approach to investing.
Our Services
Our services include Investment Management, Retirement Planning, Tax Planning, Estate/Legacy Planning, planning for Business Owners, Benefits and Compensation guidance, Insurance review, and Comprehensive Planning for life's bigger transitions.
Why Work With Us
We take our role as fiduciaries seriously, which is why Rialto is structured to maintain a high advisor-to-client ratio. We're committed to providing the highest levels of integrity and financial insight as we help clients plan for their future.
Education
University of Rochester, Master of Science, Mechanical Engineering; Bachelor of Science, Mechanical Engineering
Hobbies and Interests
- Camping
- Family
- Hiking
- Reading
- Tennis
- Volunteering
- Writing
SEC Lookup
View DisclosureWho We Serve
- Business Owners
- Corporate Executives
- DIY Investors
- Dual Income Family
- Engineers
- Entrepreneurs
- Families
- Financial Independence Retire Early (FIRE)
- Gen X
- High Net Worth
- Intergenerational Families
- Living in Retirement
- Physicians
- Pre-Retirees
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