SMILE MAIL RECIPIENTS!

We are very pleased to introduce our Sponsor for the month of June, Emergent Wealth Advisors!  Located on Main Street in the heart of Williamsville, they can be reached at 716-828-8390.  Please read about their approach and process below.

Over the years we’ve found that when people come to us, they’re looking for far more than financial planning and investment management. 

People call on us when they have questions and are looking for answers.  They seek us out when they have complexity yet yearn for simplicity.  And, perhaps most of all, people come to us to turn their uncertainty into the clarity they need to manage their financial life with confidence. 

Upon working with us, our clients feel informed and empowered, they’ve transformed their reluctance into results and they experience service that exceeds their expectations. 

We have three core beliefs that serve as the bedrock of our work:

• Lead with advice 

• One size does not fit all 

• Expertise matters 

Our client-focused, time-tested approach delivers customized and comprehensive wealth planning seamlessly integrated with expert investment management and a boutique style that harkens to the days when everything was hand-crafted. 

If you’re looking for a more modern approach to wealth management, we invite you to learn more.  If you’re ready to start a conversation, let’s talk.

We created our firm because we saw unanswered client needs in the marketplace: individuals and families—each unique—being managed as if one size fits all when it comes to their financial planning and wealth management; advisors so focused on the money that they rarely get to know the people they serve.  As a result, we saw investors having to deal with complexity and uncertainty and left searching for direction.

We’re the opposite of that.

Let’s start with the importance we put on the very first investment you will place with us: your time.  We ask questions.  We listen.  We process.  All in an effort to get to know you, your situation, needs and goals. Not just you as an investor, but you as a person.  When we speak of “goals,” we’re talking about more than your investment goals.  We’re talking about your dreams.  And the questions we ask are to better understand those dreams so that we can work to help you achieve them.

We are a team of credentialed specialists, with each partner of the firm having earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification.  We will bring this expertise to each conversation we share with you.  Those conversations will inform the financial plans we develop with you—for you.