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The perfect mix of traditional experience and fresh perspective.

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While most of our associates have been providing independent wealth management for over 25 years, our younger CFP's bring the fire and energy of a new firm to the table. It’s why we love working with families; we understand the challenges and opportunities of managing wealth across generations.

In collaboration with 8 financial executives at offices in the Western New York and Boston regions, servicing clients worldwide, we have the resources of a larger organization but offer the personal benefits of a small service firm. Our "independent" status enables us to address our client's financial needs individually and with a broad selection of solutions.


At WFG, we’re the kind of financial advisors who want you to pick up the phone when you have a question, because we enjoy being there with our clients for the long haul.

We are affiliated with some of the most established and reputable financial institutions in the industry giving us access to a broad spectrum of tools such as investment banking and trust services. Our custodial services are with National Financial Services LLC, a division of Fidelity, one of the largest financial service firms on the planet. Our broker dealer Investacorp, Inc. is a subsidiary of Ladenburg Thalmann Financial Services, founded in 1876 and one of the oldest NY stock exchange firms.