Are we the right fit for you?
We work with Western New Yorkers at any stage of life to help conquer their toughest financial challenges. And while you can expect sound strategies backed by experience, dedication and integrity from us, there are a few things we expect from you too.
We appreciate clients who value
Communication
We can’t serve you to the best of our abilities if the lines of communication are closed. It’s important for us to understand your unique financial circumstances, concerns and goals before we can recommend appropriate services or products.
Honesty
Unexpected events can quickly change the projection of your financial plan and future goals. We appreciate our clients being honest about any changes in their lives, from buying a home or getting divorced to starting a small business.
Education
We’re always happy to help our clients achieve their financial goals. Along the way, we want you to ask questions, challenge our recommendations and request explanations whenever something is unclear. It is our hope that your understanding will grow as you learn throughout the process of working with us.
Who we serve
Families
Being in charge of your family’s finances can be a big burden to bear. As a provider, we understand that growing and protecting your family’s wealth is always on your mind. And as advisors, we’re prepared to help alleviate your concerns and shoulder the responsibility. While your finances may be comfortable now, are you prepared for the unexpected? We’ll help you grow and preserve your legacy, as well as evaluate your preparedness for sudden loss of income, unexpected death or other untimely events. Whether you’re just starting to accumulate your wealth or you’re entering the distribution phase in retirement, we can offer guidance along the way.
Individuals
We help a wide range of individuals face and overcome their complex financial challenges. From business owners to high-net-worth executives, we understand the distinct financial challenges you face day after day and year after year. We offer guidance and direction for clients during pivotal life events included career changes, entering retirement, experiencing a divorce or rolling over a 401(k).