Buffalo First Wealth Management, LLC provides you with a customized investment strategy to meet your financial objectives based on your individual goals, needs, and tolerance for risk. Our solutions for your investment strategies are non-proprietary and unique. We understand that no two clients are alike, and we have built our firm on developing financial plans designed to meet – and exceed – our clients’ goals.
Our core services include:
- Family CFO Services
- Comprehensive Financial Planning
- Estate Planning and Philanthropy
- Institutional Consulting
- Investments
- Proactive Tax Planning
- Risk Management