Serving successful people and their families

We work with high-net-worth individuals and couples, including business owners, healthcare physicians, retirees and widows who appreciate having the professional guidance of such an experienced and caring financial team.

While many clients are local to Buffalo, others live in Manhattan, in Florida and even in other parts of the country. They are family people who enjoy life.

Their goals cover a wide spectrum – some are focused on growing their wealth, while others are looking to preserve it in order to maintain their well-earned lifestyle. They seek – and value – a comprehensive financial plan, one that addresses every matter that money touches.

While our clients are smart, successful people, they wisely recognize that they can benefit from the problem-solving abilities of a team who knows how to address the financial complexities that can often arise. We are privileged to have an opportunity to serve such decent and noble people. It inspires us to do our best on their behalf each and every day.

Our clients appreciate the extra mile that our team goes for them.
Jen York-Whitbeck, CRPC®; Financial Planning Consultant