Our Commitment to You
We work hard to serve our clients’ best interests through careful planning and transparent actions. When working with us, you’ll know the reasons for our recommendations and any fees associated with them. You’ll receive timely attention when you have a concern or question. And we can work together in person, by phone, or via email – whichever works best for you.
We help clients pursue their investment goals with sound financial strategies. You deserve a personal, tailored plan. Lasting, meaningful, and open relationships are the foundation of our practice. You’ve worked hard for your money and should feel confident with your investment choices as you make decisions for your financial future.
Our Mission
The core of who we are is rooted in loyalty and trust - it is the foundation from which we grow a relationship with our customers. This is what makes us different. From first time investors to those securing stability for their twilight years, we are here to support, educate, and offer insight to every individual that we encounter.
In the dizzying world of stock markets and financial lingo, we often become too fixated on the immediate numbers and lose sight of the bigger picture. We want to understand what truly matters to you and tailor a holistic financial plan that gives you peace of mind today and tomorrow. We care as much about why you are investing as what you are investing in.
Investment Advisor & Founder
716.332.7168
With more than 30 years in the financial services business, David manages investments for individuals, trusts, retirement plans, and businesses. His...
Carolyn Brown
Client Service Associate
716.667.3453
Carolyn takes great pride in servicing clients as a liaison between them and internal operations. She has a Bachelor of Science degree in Chemistry...
Social Security History and Benefits
Created as a result of the Great Depression, The Social Security Act was signed into law by President Roosevelt in 1935...
Read More
Avoiding Retirement Woes
How to Avoid Retirement Woes According to the American Institute of CPAs (AICPA), the top concern of retirees is running...
Read More
Business Owners’ Personal and Family Security Risks
Accumulating wealth turns out to be a double-edged sword for business owners. It certainly has its privileges, but it...
Read More