A complete list of active advisors currently associated with Buffalo First Wealth Management, LLC

Warmer can help you find a great advisor at Buffalo First Wealth Management, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Buffalo First Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.