A time-honored tradition of prudent financial guidance
We’ve been serving hard-working, self-made business owners, professionals and executives and their families for generations from our office here in Western New York. We’ve been here for them through a big part of their lives and have been helping them to and through retirement. One thing we’ve learned from being in this business for more than 50 years is that it’s not only about building financial plans and investment portfolios, it’s about building personal bonds and trusting relationships.
Individuals & Families
A full team here for your every need
Our comprehensive services go beyond just portfolio management to retirement income planning for individuals and corporate retirement plan management for companies.
Our risk management, investment strategies and longevity planning are designed to carefully preserve your hard-earned wealth for the future uses you have intended.