Your Financial Advisors Nationwide
Take control of your financial future with active wealth management solutions. Protect your money and assets with confidence and peace of mind—from Buffalo to Honolulu and everywhere in between.
Why choose Buffalo First?
We are a Registered Investment Advisor (RIA). This means that we are held to the highest standard of care when it comes to managing our clients’ money. We are committed to putting our clients’ interests first, and we will always act in their best interests.
RIAs are held to a higher standard of care than stockbrokers and broker-dealers. Broker dealers are under no such obligation. They must simply offer products that are “suitable” for their clients.
We charge asset-based fees to manage our clients’ accounts. This means that our fees are based on the value of our clients’ accounts. This fee structure is designed to be transparent to align with those of our clients’.
We believe that by putting our clients’ interests first, we can help them to achieve their financial goals.
Services
Protect your hard-earned money and assets.
Schedule a consultation with our experienced wealth management team today to secure your financial future. Our retirement specialists can provide tailored strategies and solutions to meet your unique needs and goals. Take control of your finances and secure your future now.
What our clients say
We have trusted Buffalo First Wealth Management for our investment needs. Clear, balanced advice from all advisors
Ellen M
They have been helping me plan my financial future for a couple years now. Every question gets answered in a timely fashion.
Shawn B
Buffalo First offers many services along with professionals of the highest integrity and professionalism.
Michael K
News and updates
Why Do I Need a Financial Advisor?
End of the Year Tax Planning Strategies
Why Do I Need any Online IRS Account?
Video Series
Medicare
101
Join Buffalo First Wealth Management for our Annual Medicare Seminar, featuring Laura Shriver, a licensed Medicare broker with over 18 years of experience. In this in-depth discussion, Laura breaks down the major changes coming to Medicare, including updates to Parts A, B, C, and D, prescription drug coverage caps, and key local updates affecting Western New York seniors.
End-of-Year Tax Planning Strategies
As the holiday season approaches, it’s time to get your finances in order! In this episode of Topic Tuesday, Juliana Janson and Allen Dembski from Buffalo First Wealth Management share essential end-of-year tax planning tips. From IRA contributions and tax-loss harvesting to Roth IRA conversions and charitable donations, we cover everything you need to know to maximize your tax benefits before December 31st.
New MANDATORY Retirement Plan Rules! (Secure Choice Explained)
Are you a small business owner in New York State? A significant change is coming that you need to know about. The New York Secure Choice plan is a new state-mandated program requiring small businesses (with 10 or fewer employees) to offer a retirement plan.
Contact Us
Get in touch with us today and take the first step towards securing your financial future. Our team of experts is ready to help you achieve your financial goals. Fill out the form and we’ll get back to you promptly.
