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Buffalo First Wealth Management

Buffalo First Wealth Management

Fee Based Financial Advisors

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Blog

Don’t Bank Your Retirement on Your Business

May 7, 2019

Don’t Bank Your Retirement on Your Business

Investing in your own business makes sense; many businesses achieve significant growth each year. However, when you consider that many small businesses fold every year, it becomes clear that banking your retirement solely on the success of your business might not be the best idea. There is no

Blog Business,  retirement planning,  small business owner,  your own business

Retirement Planning: The Basics

May 6, 2019

Retirement Planning: The Basics

You may have a very idealistic vision of retirement — doing all of the things that you never seem to have time to do now. But how do you pursue that vision? Social Security may be around when you retire, but the benefit that you get from Uncle Sam may not provide enough income for your retirement

Blog investment options,  Retirement,  retirement planning,  Savings

May newsletter

May 2, 2019

May newsletter

How Does the Federal Reserve Affect the Economy? If you follow financial news, you've probably heard many references to "the Fed" along the lines of "the Fed held interest rates," or "market watchers are wondering what the Fed will do next." So what exactly is the Fed and what does it do? What is

Blog economy,  federal reserve,  financial crisis,  financial midlife crisis,  mergers and acquistions

Case Study: One Couple’s Financial Success Story

March 28, 2019

Case Study: One Couple’s Financial Success Story

In 2017 Serena and Jim came to see me. Serena owned her own business. Jim was a lawyer who worked for a well-respected firm in Buffalo. The Problem Jim and Serena were $55,000 in debt, not including their mortgage. Each month they would pay the minimum amounts, which equals $14,632 a year. Since

Blog budgeting,  Certified Financial planning,  debt free,  Financial Plan,  Financial planning

Market Update March 25, 2019

March 26, 2019

Market Update March 25, 2019

Last week started well for investors as stock indexes continued to climb on the heels of the prior week's robust performance. However, reports of a weakening global economy prompted a sell-off last Friday, plunging each of the benchmark indexes listed here lower. With a pronouncement from the

Blog financial news,  first quarter 2019,  housing,  market update,  Real Estate

Market Update

December 24, 2018

Market Update

Market Volatility Update: Extended bull markets have led to periods of decreased economic activity and often culminates in the form of a large-scale market correction. There has also been a considerable amount of volatility lately, a side effect of geo-political activities and the rise of

Blog,  News Buffalo,  Investing,  stock market,  Volatility,  Wealth,  Wealth Management

Are You Spooked By Your Current Retirement Savings?

October 6, 2017

Are You Spooked By Your Current Retirement Savings?

Are You Spooked By Your Current Retirement Savings? Time To Get Your Retirement Planning On Track!  As Halloween is approaching, you may be realizing that your retirement savings (or lack thereof) happens to be the thing that scares you most. Many people who fail to regularly invest in their 401K

Blog Bonds,  Buffalo,  Investment,  Planning,  Porfolio,  Real Estate,  Retirement,  Savings,  Stocks,  Tax,  Wealth

It’s Never Too Early to Start Retirement Planning! Why Your College Student Needs a Roth IRA

September 5, 2017

It’s Never Too Early to Start Retirement Planning! Why Your College Student Needs a Roth IRA

As cost for education continues to rise and student debt becomes an increasingly prevalent issue, it can be difficult to make retirement planning a priority for college students. But even if the golden years may seem eons away for your college-aged child, retirement planning should always be top of

Blog,  News Buffalo,  Fee Only,  Fiduciary,  Financial Advisor,  Investments,  NY,  Wealth Management,  WNY

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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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