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Bruce C

CFP®, ChFC®, Series 63

Buffalo, NY

Capital Insights Group of WNY, LLC.

Bruce Carrow is a CFP® and ChFC® with 38 years of experience in the financial industry. He has worked at Capital Insights Group of WNY, LLC since 2021 and previously spent 18 years at M&T Securities and M&T Bank. Outside of his advisory role, he serves as an independent contractor and fee-based business exit advisor for Value Cap Inc. Capital Insights Group of WNY, LLC is a fee-only fiduciary that provides financial planning and investment management to individuals, families, small businesses, trusts, estates, and charitable organizations. The firm employs a combination of fundamental, qualitative, and quantitative analysis, using both passive and active investment strategies, and offers educational seminars for clients and prospects.

Income planning General estate planning guidance Long-term care insurance Disability insurance Annuities

Chris C

CFP®

Buffalo, NY

Capital Insights Group of WNY, LLC.

I founded Capital Insights Group of WNY, an independent Registered Investment Advisory (RIA) firm offering fee-only financial planning and investment management, located in downtown Buffalo, NY. I act as a fiduciary for all of my clients and provide financial guidance that is unique to their needs and situation. Please contact me at [email protected] or (716) 517-0140 to arrange for a complimentary one-hour meeting to discuss your goals and circumstances.

Wealth management General retirement planning Retirement income strategy Life insurance needs analysis Baby Boomers (Born 1946-1964)
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Braden S

Series 65

Buffalo, NY

Capital Insights Group of WNY, LLC.

Braden Semlitsch is a financial advisor at Capital Insights Group of WNY, LLC., holding a Series 65 designation with one year of industry experience. Prior to joining Capital Insights Group, he has been involved with Nottinghill Wedding Venue and Manny's Ace Hardware. Capital Insights Group of WNY, LLC. provides fiduciary financial planning and investment management to individuals, families, small businesses, trusts, estates, and charitable organizations. The firm uses a combination of fundamental, qualitative, and quantitative analysis and offers both discretionary and nondiscretionary portfolio management, serving about 128 clients with tailored financial planning engagements and educational seminars.

Income planning General estate planning guidance Long-term care insurance Disability insurance Annuities
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