Marc I. Rosenthal headshot
Christopher Alderson headshot
Joshua T. McCarthy headshot
Scott Zeplowitz headshot
 David Johnston headshot
Jim Eiseman headshot
 Matt Turco headshot
Michelle B. Buckner headshot
Shelly Laboy headshot
 Courtney A. Robshaw headshot
Kimberlee Rooth headshot
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Working Together to Best Serve You

Our practice offers a best-of-both-worlds approach to financial planning—our team delivers a highly personal, boutique experience while leveraging the resources of some of the most trusted financial companies in the world. If you have existing partnerships you trust, such as a CPA or attorney, we are happy to work with them, and we can also bring in our professionals, many of whom work under the same roof here in our Buffalo office. We are your dedicated point-person, looking after the big picture and making sure everyone is working together to achieve optimal results.

Some of our strategic alliances are listed below

Nautilus Group Logo
Ash Brokerage Logo
Eagle Strategies Logo
NYL Logo