Working With an RIA

It is important to find an advisor that has the freedom and independence to find financial solutions that best fit your unique needs. As an Independent Registered Investment Advisor, WNY Asset Management has a fiduciary obligation to carefully consider the unique personal objectives of our clients.  We will take time to understand your family’s unique financial needs, building a long-term relationship and providing unbiased personalized advice and focused financial strategies specifically designed to help you achieve your life goals.

Why choose a Registered Investment Advisor (RIA)?

  • Advisors held to a fiduciary standard
  • Full disclosure of conflict of interests