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 wealth management and financial planning to individuals (including high‑net‑worth clients), businesses, endowments, and foundations, and also offers employer‑sponsored retirement plan and endowment consulting. The firm reports about $91.7 million in discretionary assets under management, four advisors, and roughly 445 client relationships.
BFWM documents client objectives in individualized Investment Policy Statements, seeks discretionary trading authority, and conducts periodic reviews (at least semi‑annually) while using a broad toolkit that includes mutual funds, ETFs, structured notes, annuities, and strategies ranging from long‑term investing to short‑term trading, options and margin transactions. The brochure also discloses use of third‑party platforms and programs—such as participation in Betterment’s advisor wrap program and the Altruist One subscription offering—and that platform fees are disclosed alongside BFWM’s advisory fees.
What the brochure highlights as distinctive are the firm’s insurance affiliations and hybrid capabilities: co‑ownership of a separate insurance entity (Buffalo First Advisory Services, LLC) and disclosure that some advisors may be licensed insurance agents who recommend insurance products, including annuities, with related conflicts of interest disclosed. The firm also emphasizes institutional consulting work for employer plans, endowments and foundations and the potential use of third‑party solicitors for referrals, which can create referral relationships with professional firms such as accounting practices.
Client services
Expertise
Fee options
Financial planning fixed fees range from $1,000 to $15,000; Employer Sponsored Retirement Plan nonrecurring fees up to $10,000
$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%
Commission-based products sold by some advisors through affiliated insurance services
$250 per hour for individual financial planning; $200-$400 per hour for Employer Sponsored Retirement Plan consulting services
Monthly fee for clients subscribed to Altruist One Program as detailed in Altruist One Terms of Use
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:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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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 a Series 65 credential and three years of industry experience. Prior to joining Buffalo First Wealth Management in 2021, she held positions at Trocaire College, Buffalo Niagara Partnership, and Goodwill of WNY. Buffalo First Wealth Management provides discretionary wealth management and financial planning services to individuals, businesses, endowments, and foundations, with approximately $91.7 million in discretionary assets under management. The firm serves a range of clients including high-net-worth individuals and offers employer-sponsored retirement plan and endowment consulting.
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 credentials and four years of industry experience. He has been with Buffalo First Wealth Management since 2014. Outside of his advisory role, Dembski serves as an assistant hockey coach at Canisius High School and facilitates meetings for the nonprofit Pro Net Amherst Chamber of Commerce. Buffalo First Wealth Management provides discretionary wealth management and financial planning services to individuals, businesses, endowments, and foundations. The firm manages approximately $91.7 million in discretionary assets and offers a range of investment strategies alongside institutional consulting and insurance-related services.
Jeffrey H
Series 63, Series 65
Williamsville, NY
Buffalo First Wealth Management, LLC
Jeffrey Husarek is a financial advisor with Buffalo First Wealth Management, LLC in Williamsville, NY. He holds Series 63 and Series 65 licenses and has three years of industry experience. Prior to Buffalo First Wealth Management, he worked at Equitable Advisors, Alliance Advisors, and Combined Insurance. Buffalo First Wealth Management provides discretionary wealth management and financial planning services to individuals, businesses, endowments, and foundations. The firm manages approximately $91.7 million in discretionary assets across about 445 client relationships and offers a range of investment strategies alongside institutional consulting and insurance-related services.
Kevin C
Series 66
Williamsville, NY
Buffalo First Wealth Management, LLC
Kevin Connolly is a financial advisor at Buffalo First Wealth Management, LLC with 9 years of industry experience. He holds a Series 66 designation and has worked at Buffalo First Advisory Services and Buffalo First Wealth Management since 2013. Connolly also serves as a trustee for Medaille College, participating in strategic planning and several committees. Buffalo First Wealth Management provides discretionary wealth management and financial planning to individuals, businesses, endowments, and foundations. The firm manages approximately $91.7 million in discretionary assets and offers a range of investment strategies alongside institutional consulting and insurance products.
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