THE FINANCIAL ARCHITECTS

THE FINANCIAL ARCHITECTS SM is a locally owned firm which provides advisory services for individuals and businesses throughout the country. As successful individuals and business owners, our clients typically have advisors - accountants, attorneys, insurance or investments professionals. These advisors have helped with a certain level of wealth management planning. Most often, that work has been done on a project by project basis and not as a comprehensive and coordinated whole... As we assist our clients in clarifying their vision, values and financial goals for their family, we will provide objectivity throughout the financial planning process... We assist our business owner clients to help secure their financial future, as well as their employees' financial futures through comprehensive wealth planning and investment advisory services. Through the development and implementation of the appropriate wealth management and business succession plan, we will help provide for the success..

Also known as: FINANCIAL ARCHITECTS SM, The Financial Architects, LLC

Primary location: Buffalo United States