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

Buffalo, New York

Private Wealth Management & Financial Planning in Buffalo

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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

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Meet your team

  • Michael Drennen Managing Director, Head of Office headshot

    Michael Drennen

    Managing Director, Head of Office

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  • Emily Ford Wealth Advisor, Director headshot

    Emily Ford

    CFP®, RICP®

    Wealth Advisor, Director

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  • Brian Geary Wealth Advsior, Managing Director headshot

    Brian Geary

    CFP®, CIMA®, CPA*

    Wealth Advsior, Managing Director

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  • Laurie Warner Senior Client Service Associate headshot

    Laurie Warner

    Senior Client Service Associate

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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.

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