Founded in 1996, WNY Asset Management, LLC is a registered investment adviser based in Williamsville, New York. The firm operates on a fee-only basis, emphasizing its role as a fiduciary to avoid conflicts of interest. It provides personalized wealth management, comprehensive financial planning, and discretionary investment management services to a clientele of individuals, families, trusts, and qualified retirement plans. Their mission is to help clients achieve their financial goals through a disciplined and evidence-based investment philosophy.

Founded in

United States