Fort Myers, FL Office

WNY Asset Management provides discretionary investment advisory services and, when requested, financial planning and consulting to individuals, business entities, pension and profit‑sharing plans, trusts, estates and charitable organizations. The firm serves both non‑high‑net‑worth and high‑net‑worth individual clients and offers periodic educational seminars and workshops at no charge.

WNY manages assets on a percentage‑of‑AUM basis and implements client objectives through diversified allocations to individual equities, fixed income, mutual funds and ETFs, and may allocate to unaffiliated independent managers. Its investment process uses fundamental, technical and charting analysis, defined asset‑allocation programs (Aggressive to Conservative), occasional defensive cash positions, and both long‑ and short‑term trading strategies.

The brochure discloses a notable integration with a CPA Financial Network and that several representatives are CPAs, with accounting services provided separately by those CPAs rather than by the firm itself, and the firm may recommend attorneys for implementation while not providing legal services. WNY also discloses multiple industry affiliations — including dually‑registered representatives with LPL, use of DFA mutual funds that require adviser approval, and custodial arrangements with Schwab and SEI that supply institutional services and occasional non‑monetary benefits — and describes policies and disclosures it uses to manage those potential conflicts.