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Buffalo First Wealth Management

Buffalo First Wealth Management

Fee Based Financial Advisors

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Blog

Update on SECURE and CARES Act

April 9, 2020

Update on SECURE and CARES Act

We wanted to share two recent bills that have been passed by Congress and what it means for your finances. The Setting Every Community Up for Retirement Enhancement Act (SECURE) Act This was signed into law in December. Here are some of the highlights: Extended Required Minimum

Blog CARES Act,  Coronavirus,  Personal Finances

Staying the course amid market volatility

March 19, 2020

Staying the course amid market volatility

Financial markets have been roiled recently amid fears over the impact of the fast-spreading coronavirus. These near-term disruptions to economic activity are the result of efforts to contain it. We see a downshift in 2020 global growth, with uncertainty around the size and pace of slowdown.

Blog

Six Keys to More Successful Investing

January 28, 2020

Six Keys to More Successful Investing

A successful investor maximizes gain and minimizes loss. Though there can be no guarantee that any investment strategy will be successful and all investing involves risk, including the possible loss of principal, here are six basic principles that may help you invest more successfully.

Blog

Estate Planning

January 9, 2020

Estate Planning

Most people are in significant denial when it comes to estate planning. But, planning provides peace of mind for you and your loved ones with respect to a broad range of issues. I want you to consider these possible planning matters: Who will handle your financial matters in the event of

Blog

Key Numbers for 2020

December 31, 2019

Key Numbers for 2020

Attached is a tax reference sheet for 2020's key numbers. Included is the 2020 income tax rate table and standard deductions, including education deductions. Estate planning amounts are also listed as well as retirement contribution amounts. Please let us know if you have questions or contact us

Blog

How to Give Like a Billionaire When You Don’t Have Billions to Give

November 25, 2019

How to Give Like a Billionaire When You Don’t Have Billions to Give

The holidays are upon us and in honor of #GivingTuesday on December 3, we decided to share some philosophies of giving. You might not have tons of money to share but you can give back, and improve the lives of others, in many ways. Since Bill and Melinda Gates and Warren Buffett created the

Blog

Caring for your aging parents

November 19, 2019

Caring for your aging parents

Women are often caught in the sandwich generation, having to take care of children and parents at the same time. Caring for your aging parents is something you hope you can handle when the time comes, but it's the last thing you want to think about. Whether the time is now or somewhere down the

Blog

Evaluating a Job Offer

October 22, 2019

Evaluating a Job Offer

If you're considering changing jobs, you're not alone. Today, few people stay with one employer until retirement. It's likely that at some point during your career, you'll be looking for a new job. You may be looking to make more money or seeking greater career opportunities. Or, you may be forced

Blog Certified Financial Planner,  Financial planning,  financial planning for women

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Our Mission

Buffalo First Wealth Management, LLC’s aim is to be the most respected financial services organization by providing clients with proficiency and strategic vision that meets their financial goals and dreams through comprehensive financial planning.

 

Our Vision

Buffalo First Wealth Management, LLC exists to attract and maintain clients by offering the best, value added, financially healthy solutions to meet their life plans.

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7606 Transit Rd. Suite 100
Buffalo, NY 14221

Satellite Office:
3411 Delaware Ave., Suite 100
Buffalo, NY 14217

(716) 204 -8369

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