Buffalo First Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$79,818,321
Clients
445
Advisors
4
of 4 employees
About
Buffalo First Wealth Management provides discretionary portfolio management, financial planning, and consulting to a mix of individuals (including high-net-worth clients), investment companies, pension and profit-sharing plans, endowments, insurance companies, and foundations. The firm prepares client-specific Investment Policy Statements and has no formal account minimum, delivering quarterly account reporting to clients.
The firm’s investment process combines multiple methods of analysis — charting, fundamental and technical analysis, quantitative models, and modern portfolio theory — and implements a range of strategies from long-term investing to short-term trading, short sales, margin transactions, and options. BFWM documents risk considerations for these strategies and routinely monitors portfolios against each client’s stated time horizon and risk tolerance.
Notably, the firm’s principals maintain an affiliated insurance agency and are licensed to sell insurance products and act as registered representatives, a relationship the brochure discloses as a potential conflict because it can involve commissionable products; the firm also lists insurance companies among its clients, which is less common for peer firms. The brochure also highlights the firm’s consulting work for pension plans and endowments and notes principals’ involvement in community and volunteer activities.
Client services
Expertise
Fee options
Fixed fees between $1,000 and $10,000 for pension consulting; Fixed fees between $1,000 and $15,000 for financial planning, negotiable
$0 - $249,999: 1.25% $250,000 - $499,999: 1.10% $500,000 - $749,999: 1.00% $750,000 - $999,999: 0.90% $1,000,000 - $2,999,999: 0.85% $3,000,000 - $29,999,999: 0.75% $30,000,000 - $49,999,999: 0.50% $50,000,000 - $500,000,000: 0.30%
Hourly fees between $200 and $400 for pension consulting; hourly fees between $150 and $350 for financial planning, negotiable
Fee-only: Fixed fees between $1,000 and $10,000 for pension consulting; Fixed fees between $1,000 and $15,000 for financial planning, negotiable
Main office
7606 Transit Rd, Suite 100
Williamsville NY 14221
Advisors at this office
4
Most active in
Florida · New York · North Carolina
Also doing business as
Buffalo First Wealth Management, LLC · Connolly, Kevin R
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Juliana J
Series 65
Williamsville, NY
Buffalo First Wealth Management, LLC
Juliana Janson is a financial advisor at Buffalo First Wealth Management, LLC with three years of industry experience. She holds the Series 65 designation and has worked at Buffalo First Wealth Management since 2021. Prior to this, she held positions at Trocaire College, Buffalo Niagara Partnership, and Goodwill of WNY. Buffalo First Wealth Management provides discretionary portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, pension and profit-sharing plans, endowments, foundations, investment companies, and insurance company clients. The firm employs a range of analytical approaches and investment strategies, regularly reviews accounts, and documents client goals in an Investment Policy Statement.
Allen D
Series 63, Series 65
Williamsville, NY
Buffalo First Wealth Management, LLC
Allen Dembski is a financial advisor with Buffalo First Wealth Management, LLC, holding Series 63 and Series 65 licenses and having four years of industry experience. He has been with Buffalo First Wealth Management since 2014 and is also involved as an assistant hockey coach at Canisius High School and as a facilitator for the Pro Net Amherst Chamber of Commerce. Buffalo First Wealth Management provides discretionary portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, pension and profit-sharing plans, endowments, foundations, investment companies, and insurance company clients. The firm employs a variety of analytical approaches and investment strategies, regularly reviews accounts, and documents client goals and risk tolerance in an Investment Policy Statement.
Jeffrey H
Series 65, Series 63
Williamsville, NY
Buffalo First Wealth Management, LLC
Jeffrey Husarek is a financial advisor at Buffalo First Wealth Management, LLC with three years of industry experience. He holds the Series 65 and Series 63 registrations. His prior work includes roles at Equitable Advisors, Alliance Advisors, and Combined Insurance. Buffalo First Wealth Management provides discretionary portfolio management, financial planning, and consulting services to individuals, investment companies, pension and profit-sharing plans, endowments, insurance companies, and foundations. The firm employs a multifaceted investment approach, incorporating charting, fundamental and technical analysis, quantitative models, and modern portfolio theory to manage strategies ranging from long-term investing to short-term trading.
Kevin C
Series 66
Williamsville, NY
Buffalo First Wealth Management, LLC
Kevin Connolly is a financial advisor with Buffalo First Wealth Management, LLC, holding a Series 66 designation and 8 years of industry experience. He has been associated with Buffalo First Advisory Services and Buffalo First Wealth Management since 2013. In addition to his advisory role, Connolly serves as a trustee at Medaille College, participating in strategic planning and several committees. Buffalo First Wealth Management provides discretionary portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, pension and profit-sharing plans, endowments, foundations, investment companies, and insurance company clients. The firm employs a variety of analytical approaches and investment strategies, regularly reviews accounts, and emphasizes documented client goals and risk tolerance in its investment process.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")