The 30 Best Private wealth management firms in Buffalo, New York

20 results found

Main Line Capital Management is a finance institution located at 403 Main Street in Buffalo, New York, United States. Specializing in Investment Management and Advisory Services, Main Line Capital Management caters to clients from their offices in East Aurora, New York. With a focus on personalized financial strategies and expert guidance, Main Line Capital Management is committed to helping clients achieve their financial goals.

Sandhill Investment Management, located in Buffalo, New York, is a reputable finance institution with over $2.14 billion in total assets under management and advisement. Offering 5 proprietarily managed investment strategies, we serve clients and institutions in 42 states across America. Founded in 2004 by a team of passionate research professionals, Sandhill is dedicated to providing benchmark-beating portfolios and sound financial advice to create genuine value for our clients. With a focus on putting clients first and driving results, we offer customized solutions for individuals, families, corporations, and foundations.

Novity Wealth Solutions is a premier financial institution located at 300 Corporate Parkway in Buffalo, New York. Our team of experienced wealth management professionals is dedicated to helping clients achieve their financial goals and secure their financial future. We provide personalized investment strategies, retirement planning, and estate planning services to individuals and families. At Novity Wealth Solutions, we are committed to providing top-notch customer service and building long-lasting relationships with our clients. Contact us today to learn more about how we can help you plan for a brighter financial future.

Consilience Asset Management is a leading finance institution located at 726 Exchange Street in Buffalo, New York, United States. With a focus on providing expert asset management services, Consilience offers tailored investment strategies to help clients achieve their financial goals. The team at Consilience combines years of experience and industry knowledge to deliver top-notch financial solutions to individuals and businesses alike. Trust Consilience Asset Management to guide you towards a secure financial future.

Welcome to Schneegold Wealth Solutions, your trusted partner in financial success, located at 300 Corporate Parkway, Buffalo, New York. As a premier financial services firm, we specialize in providing personalized wealth management solutions tailored to meet the unique needs of each client. Our team of experienced financial advisors is dedicated to helping individuals, families, and businesses navigate the complexities of financial planning with confidence and clarity. At Schneegold Wealth Solutions, we offer a comprehensive range of services, including investment management, retirement planning, tax optimization strategies, and estate planning. Our client-centric approach ensures that we understand your financial goals and aspirations, allowing us to develop a customized strategy that aligns with your vision for the future.

Bond, Schoeneck & King PLLC is a prominent full-service law firm located in Buffalo, New York. With a commitment to the city's growth and success, our team of 285 attorneys provides expert legal services to a diverse range of clients. From managing risk to facilitating sustained growth, we offer valuable insights and solutions for businesses in the Western New York region. Our Buffalo office boasts experienced lawyers who draw from a wide range of practice areas to address the legal needs of our clients. Recognized for their excellence by various organizations, our attorneys are deeply rooted in the Buffalo community, serving on boards and actively participating in local organizations.

The Rauch Schoellkopf Group at Morgan Stanley is a leading financial institution located at 50 Fountain Plaza in Buffalo, New York. Our team of dedicated professionals offers a wide range of financial services and expertise to help our clients achieve their financial goals. With a focus on personalized service and innovative solutions, we strive to provide our clients with the highest level of satisfaction and success in their financial endeavors. Contact us today to learn more about how we can help you secure your financial future.

Jensen Marks Langer & Vance, LLC is a reputable finance institution located at 360 Delaware Avenue in Buffalo, New York. With a team of experienced professionals, they specialize in providing a wide range of financial services to their clients. Whether you are looking for investment advice, wealth management, or assistance with financial planning, Jensen Marks Langer & Vance, LLC is dedicated to helping you achieve your financial goals. Their commitment to excellence and personalized approach sets them apart in the industry, making them a trusted partner for individuals and businesses alike.

Miller Gesko Inc is a finance institution located at 237 Main Street in Buffalo, New York, United States. Our specialized wealth and personal business management firm is dedicated to serving the affluent. We understand that each individual's journey is unique, which is why we believe in taking the time to truly listen and understand your goals and priorities before offering tailored wealth management solutions. At Miller Gesko Inc, we are committed to guiding you and your family towards financial success by creating a personalized strategy that aligns with your values and aspirations.

Capital Markets Advisors LLC is a finance institution located at 4211 North Buffalo Street in Orchard Park, New York. With a strong focus on capital markets, they provide expert financial advice and services to help clients navigate the complexities of the financial world. Whether you are looking to invest, manage risk, or grow your wealth, Capital Markets Advisors LLC is dedicated to helping you achieve your financial goals. Their team of experienced professionals is committed to providing personalized solutions tailored to your unique needs.

Crane Capital Group is a prestigious finance institution located at 670 Abbott Road in Buffalo, New York, United States. With a reputation for excellence and expertise in financial services, Crane Capital Group offers a wide range of investment and wealth management solutions to its clients. The institution is known for its commitment to providing personalized and tailored financial advice, helping individuals and businesses achieve their financial goals. With a team of experienced professionals, Crane Capital Group is dedicated to delivering exceptional service and building long-lasting relationships with its clients.

The Marshall / Malcolm Group - UBS Financial Services Inc. is a renowned finance institution located at 250 Delaware Avenue in Buffalo, New York, United States. With a strong reputation for providing top-notch financial services, they specialize in wealth management, investment banking, and asset management. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your investments, plan for retirement, or manage your assets, The Marshall / Malcolm Group - UBS Financial Services Inc. is committed to providing personalized solutions tailored to your specific needs.

Mercury Capital Partner LLC is a finance institution located at 726 Exchange Street in Buffalo, New York, United States. Specializing in investment management and financial advisory services, Mercury Capital Partner LLC offers personalized solutions to help clients achieve their financial goals. With a team of experienced professionals and a commitment to excellence, the institution provides innovative strategies and expert guidance to navigate the complexities of the financial market. Whether you are looking to grow your wealth, plan for the future, or secure your financial legacy, Mercury Capital Partner LLC is dedicated to helping you succeed.

Hightower Lakewater, located at 137 Summer Street in Buffalo, New York, is a finance institution that specializes in personalized financial consultation and asset management strategies for successful individuals, families, business owners, and foundations. With a team of experienced professionals who have backgrounds in institutional asset management and investment banking, Hightower Lakewater is dedicated to providing sophisticated, holistic solutions tailored to each client's long-term goals and short-term needs. As a partner with Hightower Advisors, a Registered Investment Advisor firm, Hightower Lakewater offers boutique, personalized wealth management services, as well as access to institutional-level investment services and business owner solutions. The firm operates on fiduciary principles to always act in the best interests of their clients and avoid conflicts. Contact Hightower Lakewater at (716) 261-3300 to learn more about how they can help you achieve your financial objectives.

Welcome to Phillips Lytle LLP: Zarlock Preston L, located at One Canalside, 125 Main Street, Buffalo, NY 14203. Known affectionately as the Queen City or Nickel City, Buffalo is where we call home. Since our inception in 1834 by Orsamus H. Marshall, we have been committed to serving as trusted legal and business advisors. Our legacy is built on providing sophisticated clients with unparalleled knowledge and expertise in their most critical legal and business matters. At our Buffalo office, we offer comprehensive legal services across a wide range of practices and industries. We cater to a diverse clientele, including Fortune 500 companies, global, regional, and local financial institutions, mid-sized and emerging businesses, as well as individuals seeking guidance on business and family wealth planning. Our extensive capabilities in Buffalo are complemented by seamless support from our offices in Albany, Canada, Chautauqua, Chicago, Garden City, New York, Rochester, and Washington, D.C.

Welcome to Judy N. Cuzzacrea Wagner's Law Office, conveniently located at 726 Exchange Street, Buffalo, New York. As a seasoned attorney specializing in estate planning and elder care law, Judy is dedicated to providing personalized legal counsel to individuals, families, and business clients. With a deep understanding of wealth planning, she helps clients design comprehensive strategies to preserve, protect, and transfer their assets to future generations. Judy's extensive legal expertise encompasses the use of various tools such as wills, trusts, and pre-nuptial agreements. She is adept at minimizing tax liabilities through strategic planning involving credit shelter trusts, QTIPs, and ILITs. Recognizing the unpredictable nature of life, Judy emphasizes proactive estate planning but is equally prepared to address urgent needs.

Welcome to P&B Capital Group LLC Located in the heart of Buffalo, New York, P&B Capital Group LLC is your trusted partner in finance, situated at 369 Washington Street. As a leading financial services company, we specialize in delivering tailored financial solutions that meet the unique needs of our diverse clientele. Our commitment to excellence and integrity drives us to provide a comprehensive range of services, including debt recovery, financial consulting, and asset management.

Welcome to Seed Capital Partners, your trusted financial partner located in the heart of Buffalo, New York. Situated at 640 Ellicott Street, our firm is dedicated to providing exceptional banking and financial services tailored to meet the diverse needs of our community. Whether you're an individual seeking personal banking solutions or a business looking for strategic financial guidance, Seed Capital Partners is here to help you grow and succeed. Our range of services includes convenient ATM access for quick and easy transactions, comprehensive banking solutions to manage your finances efficiently, and expert financial advice to guide your investment decisions. At Seed Capital Partners, we pride ourselves on our commitment to customer service and our deep understanding of the financial landscape.

Welcome to Chase ATM located at 3122 Sheridan Drive, Buffalo, New York 14226. As a trusted financial institution, we offer a wide range of services tailored to meet your personal and business financial needs. Our ATM provides convenient access to your accounts for cash withdrawals, deposits, and balance inquiries. At Chase, we pride ourselves on delivering exceptional business banking solutions. Our team of business professionals is dedicated to helping you improve cash flow, manage payroll, and find the right credit solutions for your business. We also offer online and mobile services, business credit cards, and payment acceptance solutions designed specifically for businesses.

Welcome to Howard Hanna WNY, Inc. - Lisa Uschold Associate Broker, your trusted real estate partner located at 11825 Snyder Road, Springville, New York. With a passion for real estate and a commitment to professionalism, Lisa Uschold is dedicated to providing exceptional service to her clients in Western New York and beyond. Lisa Uschold, a licensed Associate Real Estate Broker with GRI, SRS, SRES, and E-Pro certifications, brings a wealth of experience and expertise to every transaction. Since 2010, she has been a full-time real estate agent, earning numerous awards for her outstanding work. Her clients trust her implicitly, returning time and again for her guidance in real estate matters and personal advice.