Independent Financial Advice, Built Around You
Evidence, transparency, and a process of true collaboration.
If you want decisions grounded in research—not sales—let’s build a strategy that balances how you actually live now, and want to live in the future.
Trusted Advisors | Serving Buffalo Families Since 1995 | Fiduciary Standard of Care
Family Wealth Planning
Join with us in collaboration to build the future that you envision for you and your family.
Institutional Fiduciary Services
We are one of the few advisors that have the credentials and experience to provide varying levels of service to funds and institutional accounts.
High Net Worth Capital Opportunities
Serious capital deserves serious edge. Our active, research-driven portfolios pursue excellence with discipline, and hands-on guidance at every step.
Our Process
Step One
Discovery Call
What life is the life that you want? We Learn about your stage of life, cash-flow needs, and comfort with risk.
Step Two
Plan Creation
We find various places your future can end up, then discuss the paths to those different places
Step Three
Implementation
We are your guide down the chosen path. We will both communicate changes along the way.
Step Four
Ongoing Guidance
When priorities shift or life throws uncertainty your way, we will evaluate, adapt, and find a new best path.
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