Providing financial clarity across the nation and in your local area.

Buffalo, New York

Private Wealth Management & Financial Planning in Buffalo

CLIENT LOGIN

SCHEDULE A MEETING

local knowledge. all in-house.

About the Buffalo Team

Each member of our Buffalo team brings a different perspective, skills, and creativity to the table, fostering a collaborative environment where thoughtful ideas flourish. We value teamwork and professionalism to help ensure that we deliver quality advice to our clients.

Contact Buffalo Team

4455 Genesee St
Ste 121
Buffalo, NY 14225

(716) 631-6771

services offered

  • Comprehensive wealth management

  • Investment management

  • Tax Planning

  • Trusts & Estate Planning

  • Financial Planning

  • Retirement Planning

Recent Thought Leadership

Art Shape Asterisks Blue Green

Meet your team

  • Michael Drennen Managing Director, Head of Office headshot

    Michael Drennen

    Managing Director, Head of Office

    view bio

  • Emily Ford Wealth Advisor headshot

    Emily Ford

    CFP®, RICP®

    Wealth Advisor

    view bio

  • Brian Geary Senior Wealth Advisor headshot

    Brian Geary

    CFP®, CIMA®, CPA*

    Senior Wealth Advisor

    view bio

  • Laurie Warner Client Service Manager headshot

    Laurie Warner

    Client Service Manager

    view bio

Request a meeting

Once we receive your inquiry, a team member will be in touch to set up your complimentary, no-obligation consultation within one business day.

book your complimentary meeting

Our Locations