What We Do

We have been a fee-only financial planning firm in western New York for more than two decades. Our team is focused on coordinated financial planning and investment management services. Our fee-only business model keeps our clients’ best interests at the forefront — avoiding the conflict of interest in selling commission-based products.

Our practice has grown to meet the needs of our clients and their families. Over the years we have developed expertise in meeting the needs of the following individuals:

  • Retirees
  • Business Owners
  • Physicians
  • Young Professionals

Meeting You at Your Stage of Life

Coordinated Wealth Management

  • Portfolio management
  • Cash flow analysis
  • Retirement goal setting
  • Insurance review
  • Tax and estate planning
  • Retirement coaching
  • Philanthropic gifting
  • In-depth estate planning
  • Income tax analysis
  • Business succession planning

Start Smart

  • Portfolio management
  • Cash flow analysis
  • Retirement goal setting
  • Insurance review
  • Tax and estate planning

*If you don’t see the options you’re looking for, please contact our team to learn how we can tailor our services to meet your needs.