Is My Wealth Protected?
As your family’s personal wealth increases, so does your need to protect that wealth. As part of your comprehensive financial plan, your Buffalo First Wealth Management, LLC Financial Advisor will review and advise you on existing insurance policies, advising you on gaps or overlaps in your family’s scope of coverage, even helping you find the most appropriate coverage available in the market place. For clients with highly specialized or complex risk-management needs, Buffalo First Advisory Services, LLC can provide access to many industry-leaders who provide objective property and casualty advice to families.