Buffalo, NY One M&t Plaza Office

Trubee Wealth Advisors provides portfolio management and advisory services to individuals (including high‑net‑worth clients), small businesses, corporate pension and profit‑sharing plans, charitable institutions, foundations and endowments. The firm manages both discretionary and non‑discretionary accounts, offers access to third‑party sub‑advisors, and provides ongoing supervisory and administrative services tailored to each client’s stated objectives.

The firm gathers detailed financial information and works with clients to develop personal investment programs and asset allocation models, drawing on both fundamental and technical analysis and institutional research (for example, Dorsey Wright, Morningstar, Standard & Poor’s and other providers). Trubee also offers wrap fee products managed by its custodian and implements investment decisions through a combination of in‑house advice and relationships with external managers.

Compared with many multi‑team advisers, Trubee operates as a hybrid business: it is a FINRA‑registered broker/dealer and an insurance broker/agent that sells variable annuities, life and health products and receives transaction‑based compensation (commissions, 12b‑1 fees and related payments), arrangements the brochure identifies as potential conflicts of interest. The firm is employee‑owned with roots dating to 1940, uses Wells Fargo/First Clearing as its clearing custodian (including access to custodian‑provided research and soft‑dollar benefits and receipt of a portion of wrap program fees), and, by issuing client checks, may be deemed to have custody of client funds.