A complete list of active advisors currently associated with Capital Insights Group of WNY, LLC

Warmer can help you find a great advisor at Capital Insights Group of WNY, LLC or one who fits your needs even better.

Capital Insights Group of WNY, LLC. provides fiduciary financial planning and investment management to individuals, families, small businesses, trusts, estates, and charitable organizations. The SEC‑registered, fee‑only firm delivers tailored financial planning engagements (hourly or fixed‑fee) and offers both discretionary and nondiscretionary portfolio management. The firm uses fundamental, qualitative, and quantitative analysis and pursues a mix of passive and active strategies, including indexing, value filtering, momentum trading, and portfolio optimization. Portfolios may include mutual funds, ETFs, individual securities, and the selective use of inverse or enhanced funds as hedges, and the firm treats cash and cash equivalents as an asset class through a structured cash‑management program that reinvests into CDs and U.S. Treasuries. Compared with many peers, the firm is a small, owner‑led advisory team managing roughly $58.6 million across about 128 clients and emphasizes separating planning from implementation so clients may engage planning a la carte. It also provides educational seminars and workshops as part of its client services, an offering that is less common among similarly supported firms.

To learn more about the advisors currently working at Capital Insights Group of WNY, 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.