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Buffalo First Wealth Management

Buffalo First Wealth Management

Fee Based Financial Advisors

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Estate Planning and Philanthropy

What will my legacy be?

Estate planningNo one likes unpleasant surprises or unexpected financial burdens. Your Buffalo First Wealth Management, LLC Financial Advisor helps ensure that your family can avoid those situations by helping to facilitate open communication and putting in place comprehensive estate plans that are updated as necessary. Multi-generational planning is central to our Family CFO concept, and your advisor will orchestrate family meetings designed to simplify complex financial issues and help various generations understand your overall wealth strategy in collaboration with attorney estate planning. Your Family CFO will help you decide if, when, and how much of your estate will pass to future generations.

One of the greatest joys of accumulating wealth is using it to help others, so for many Buffalo First Wealth Management, LLC clients, their legacy isn’t providing only for their families. Together with your advisor, we will explore your charitable intentions and develop a plan to realize your estate planning goals.

If you are in need of a simple will, we recommend the following website to get your will done online.  There is a 10% discount available.

Trust & WIlls at Buffalo First Wealth Management

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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.

Connect With Us

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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