A Second Opinion

for your plan and portfolio

It has been our experience that most high-net-worth individuals value a second opinion. It can be beneficial to have someone see if the guidance you are receiving is still aligned with your goals, time horizon and risk tolerance, and that there are no gaps in your plan.

We offer a complimentary and confidential second opinion. We can either confirm you are on track for meeting your goals or offer our analysis and recommendations, including referring you to an advisor who we believe would best fit your needs.

Second Opinion RSVP
To arrange for a complimentary and confidential consultation, complete the RSVP form or call us at 716.768.5481.

All fields marked with (*) are required.


Second Opinion Service
Learn More
Wealth Management Consultative Process
Learn More
The Client Experience
Learn More
Economic Commentary by Dr. Scott Brown
Learn More
Investment Strategy by Jeff Saut
Learn More
Bond Market Commentary
Learn More