Broker Check

Portfolio Management

Proper wealth management is essential for a successful retirement. We take a team approach to managing our clients’ money. Our asset managers have a defined process for investing and managing client assets, which includes a thorough evaluation of all holdings on a bi-weekly basis. It also includes a monthly review of the overall economy and the economic cycle to maximize returns and minimize volatility. This is explained thoroughly so you are comfortable with the process. You will know exactly how we get paid and how much we are compensated for all that we do. We offer a complimentary, no obligation review of your investments to see how you are situated. When was the last time YOUR portfolio was reviewed? Contact WNYFG today for your portfolio review!