Our Core Financial Services
WNY Asset Management provides you with a customized investment strategy to meet your financial objectives based on your individual goals, needs and tolerance for risk. Our solutions for your investment strategies are non-proprietary 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’ goals.
The first step in working together is setting up a meeting so we can get to know each other. We do not charge for the initial meeting. We will talk with you about your current financial situation as well as your long-term goals, so we may start to learn how we can help you. To aid with this first step, we have a “first meeting prep checklist” that can help you get ready. Please bring the most recent of the following documents if they apply to your goals:
- Banking Statements (checking, savings and CD)
- Brokerage/investment statement(s)
- 401(k), 403(b), 457 Deferred Comp.statement(s)
- Employer benefits statement (if available)
- Social security statement(s)
- Life insurance policy annual statement(s)
- Savings bond/treasury bill balance(s)
Ready to take the first step? Contact us today to get started.