We are a Buffalo-based and Buffalo-focused finance firm on a mission to empower our community to live better lives through education and thoughtful advice. We are different because we offer traditional and digital portfolios for clients regardless of income or asset level.
Our low account minimum and technology-based platforms will help you address your goals sooner. Our investment recommendations are based only on your goals.
Low account minimums
Elevated service level
Comprehensive Financial, Retirement, and Estate Planning
Thoughtful Plan donates to WEDI, a non-profit organization which works to empower residents of Buffalo financially.
Schedule a call or in person meeting to learn more about how we can help you pursue your financial goals.
GWP is an automated investment platform that manages your portfolio with full access to a local advisor for your planning needs.
"The secret to life is about finding that perfect point where your needs, wants and means flawlessly align."
Steps To Success gives insight into budgeting, investing and finance in Buffalo.
Guided Wealth Portfolios (GWP) is a centrally managed, algorithm-based, investment program sponsored by LPL Financial LLC (LPL). GWP uses proprietary, automated, computer algorithms of FutureAdvisor to generate investment recommendations based upon model portfolios constructed by LPL. FutureAdvisor and LPL are non-affiliated entities. If you are receiving advisory services in GWP from a separately registered investment advisor firm other than LPL or FutureAdvisor, LPL and FutureAdvisor are not affiliates of such advisor. Both LPL and FutureAdvisor are investment advisors registered with the U.S. Securities and Exchange Commission, and LPL is also a Member FINRA/SIPC.
All investing involves risk including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.