Buffalo First Wealth Management, LLC is truly a fee based financial advisor—we do not sell investment products and we do not receive any commissions, 12b-1 fees, incentives or have any revenue-sharing arrangements with third parties. We do not have any affiliations with investment managers, broker/dealers or administrative service providers. Buffalo First Wealth Management, LLC has no affiliations or financial arrangements with third parties that might distort our objectivity or present conflicts of interest. Because we do not receive compensation from other sources, our sole commitment is to serve each client’s best interests. Please review our ADV Part 2 for additional details. 

We are committed to the communities and clients we serve and take pride in the independence, objectivity and thoughtful counsel we offer families and institutions that trust us with their net worth. Our desire is to keep perpetual focus on this great legacy for generations two, three, four and beyond. This commitment to remain independent is unwavering, so you can rest assured future generations will have the same independent counsel you receive.

A true partnership does not stop at the recommendation. We work diligently with you to implement those recommendations and regularly monitor their performance.

Our dedication to providing exceptional service results in enduring client relationships. We continually work to exceed your expectations. The firm’s nearly 100% client retention rate confirms our commitment to client satisfaction.

The depth of expertise among our personnel is one of our competitive advantages. Our staff includes teams dedicated household CFO services, trust administration, investment research, investment consulting and performance reporting. All of this means exceptional counsel to our clients.