Looking at
the Big Financial Picture

When is comes to your financial planning, anyone can make promises. At WNY Asset Management, we have been helping our clients make their dreams come true since 1994, by providing relevant, individualized financial planning advice that can help you build—and preserve—your wealth.

We take a holistic approach, drawing on our decades of hands-on experience as well as our strong relationships with accountants, attorneys and other advisors who you already trust.

Our wealth managers take the time to discover your aspirations and expectations, and then work with you to make the decisions that are right for you and your loved ones.

With more than 75 years of combined experience, we provide you with a customized investment strategy to meet your financial objectives based on your individual goals, needs and tolerance for volatility. Our solutions for your investment strategies are nonproprietary and unique. We understand that no two clients are alike, and we have built our firm on developing financial plans designed to meet—and exceed—our clients’ expectations.

Over the years, we have found that clients are best served when their wealth management group and accountant are working as a team.

JOHN PIERONI, CFP®
Partner, Chief Compliance Officer

As a Registered Investment Advisor, we are held to a fiduciary standard of care. This puts us on the same side of the table as our clients.

RON LOJACONO, CFP®
Partner

As a Registered Investment Advisor, we are held to a fiduciary standard of care. This puts us on the same side of the table as our clients.

RON LOJACONO, CFP®
Partner

We are more than a wealth management group. Our goal at WNY Asset Management is to provide clients with a relationship. It’s our relationships that allow us to earn and maintain their trust.

ROB CASTIGLIONE, CFP®, MBA
Partner

WNY Asset Management ranks as one of the largest Financial Planning firms in Western New York.

Causes we believe in.

Here are some of the organizations we support.