Bruce Carrow is a CFP® and ChFC® with 39 years of industry experience, currently serving at Capital Insights Group of WNY, LLC since 2021. He previously worked at M&T Securities and M&T Bank from 2002 to 2020. Outside of his advisory role, Carrow works as an independent contractor providing business exit advisory services for Value Cap Inc. Capital Insights Group of WNY, LLC is a fee-only, SEC-registered firm offering fiduciary 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 and uses both passive and active strategies across diversified portfolios, emphasizing flexible planning engagements and educational client services.

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.

Braden Semlitsch is a financial advisor at Capital Insights Group of WNY, LLC, holding a Series 65 credential with one year of industry experience. Prior to his advisory role, he was involved with Nottinghill Wedding Venue and Manny's Ace Hardware. Capital Insights Group of WNY, LLC provides fiduciary financial planning and investment management to a range of clients, including individuals, families, and charitable organizations. The firm employs a combination of fundamental, qualitative, and quantitative analysis, offering both passive and active investment strategies alongside educational seminars and workshops.