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Buffalo First Wealth Management
Buffalo First Wealth Management, LLC is an SEC-registered investment adviser in Williamsville, NY, registered since 2020. The firm manages approximately $92...
Overview
Buffalo First Wealth Management, LLC is an SEC-registered investment adviser in Williamsville, NY, registered since 2020. The firm manages approximately $92 million in assets. It has 4 employees and 4 investment advisers.
General information
Firm type
RIA
Location
Region
North America
Country
United States
City
Williamsville
Corporate office
Buffalo, NY, United States
Sector focus
Frequently asked questions
Who runs investment decisions at Buffalo First Wealth Management?
Buffalo First Wealth Management's principal leadership is not publicly disclosed. The firm is registered as an RIA but does not list named executives or investment committee members in accessible sources.
What types of clients does Buffalo First Wealth Management serve?
The firm serves both individual and institutional clients, offering financial planning and portfolio management services. Specific client segments or minimum asset requirements are not publicly available.
Does Buffalo First Wealth Management offer financial planning beyond investment management?
Yes, the firm lists financial planning as part of its services alongside portfolio management. The scope of planning—estate, tax, retirement—is not detailed in public sources.
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