Services Offered

We’ve been helping clients in the greater Western New York area invest for their future since 1977. Like them, you can benefit from:

• A customized portfolio built solely around a thorough analysis of your investment objectives and life goals; as independent financial advisors, we have no parent company or product pressures driving our recommendations, so we’re free to answer only to you
• The confidence in knowing that your portfolio is managed by a seasoned team that combines expert independent research, modern portfolio theory, and an extensive knowledge of the industry
• Constant monitoring of your portfolio to ensure that, as the market changes, we make adjustments to keep you heading in the right direction
• Regular meetings with you, so we’re aware of shifting priorities, unexpected expenses, and other changes and can modify your portfolio accordingly

Whether you’re focused on the short or long term, saving for college, or planning for retirement, let us help you build the portfolio that’s nothing less than an investment in your future.