Buffalo First Wealth Management, LLC is an independent financial planning and registered investment advisory firm located in Buffalo, New York. At Buffalo First Wealth Management, LLC, we believe our independence and private ownership enhance our ability to provide you with unbiased and objective advice—putting you, our clients, at the heart of our business. Unlike other firms which say they are unbiased but place you in their products, we have no products, only best-in-class counsel.
Independence
Buffalo First Wealth Management, LLC is truly a fee-only financial advisor—we do not sell 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.
Private Ownership
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.
Results Oriented
A true partnership does not stop at the recommendation. We work diligently with you to implement those recommendations and regularly monitor their performance.
Client Satisfaction
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.
Expertise
The depth of expertise among our personnel is one of our competitive advantages. Our staff includes teams dedicated to family office services, trust administration, investment research, investment consulting and performance reporting. All of this means exceptional counsel to our clients.
Call us at (716) 204 – 8369 today for a complimentary consultation,
or contact us through [email protected]
