At Karpus Investment Management, we emphasize conservative, long-term investment management with the goal of preserving your capital to help you build wealth over time. We’ll work closely with you to determine your optimal asset allocation based on your age, tax bracket, risk tolerance, investment time horizon, need for income, and wealth-management goals.

Trubee Wealth Advisors is an investment management and financial services company. We are located at 600 Airborne Parkway , Suite 120, Buffalo, NY 14225.

Since 2001, Sanderson Wealth Management has provided comprehensive financial services exclusively to high-net-worth individuals and families. Our integrated, individualized approach not only adds value in the financial sense, but enables you to reach a higher level of achievement and personal satisfaction. Sanderson is an independent SEC Registered Investment Advisor (RIA) with a fiduciary standard of care – which means we put your interests first at all times. Our experienced, multidisciplinary team holds credentials that well exceed industry standards, including Chartered Financial Analyst® (CFA), CERTIFIED FINANCIAL PLANNER™ (CFP), Certified Investment Management Analyst (CIMA®), Accredited Investment Fiduciary® (AIF®), and Certified Public Accountant (CPA). From our headquarters in Buffalo, New York, we work with clients around the country. Schedule a consultation to learn more about our approach to wealth management and how we can help you Envision Greater.

EC Management is a leading model agency launched by industry expert, Ewa Chmiela. We provide the highest standard of representation for talent. As a professional modelling agency, EC Management is proud of the thoughtful planning of each model’s career. We maximize model’s long-term potential, considering their particular strengths and investing in their careers. The agency continues to grow through relentless search for new faces, cooperation with the best and reputable model agencies on all fashion markets and genuine care for the models we represent.

Sgroi Financial LLC is an independent financial planning firm in WNY since 1971. Our approach as a full service firm is to provide for all your financial planning needs. This includes your investments, retirement plans, education savings accounts, 401k and 403b advisory services, CDs, stocks, bonds, mutual funds, annuities, life, long term care and disability insurance, estate planning, divorce planning and more. If you have not been in for a review recently, if your circumstances have changed, if you have questions or would just like to speak with any of us please don’t hesitate to call. Branch Office of Cadaret, Grant & Company, Inc. Member FINRA/SIPC. Sgroi Financial & Cadaret, Grant are separate entities.

Established in 2004 and headquartered in Buffalo, N.Y., Sandhill Investment Management is an investment firm with oversight of over $1.9 billion in assets under management and advisement as of March 31, 2023. We are committed to delivering an unmatched investment experience for private clients, foundations, corporations, and other institutions. At Sandhill, our passion for research and disciplined approach to risk management has been the backbone of our success. By identifying companies with competitive structural advantages and hidden earnings power not yet recognized by the market, we have developed a knack for outperforming industry benchmarks. As long-term fiduciary investors, we have your best interest at heart. Sandhill’s goals are firmly aligned with those of our clients. Our firm is 100% employee-owned—meaning that your success is our success. To learn more about the Sandhill difference, visit www.sandhill-im.com.

WILDSTAR PARTNERS LLC is a real estate company based out of 207 HIGH POINT DR, Victor, New York, United States.

LWV Advisors is an investment advisory firm, dedicated to serving the financial needs of wealthy families, affluent individuals and nonprofit institutions nationwide. Our firm provides a full-suite of sophisticated services including research, investment and wealth management, financial planning and consulting to high net-worth individuals, trusts, estates, private foundations and business entities. Recognized for experience in alternatives and have a reputation in the financial and investment community for our advice and expertise, we apply the discipline and rigor of our institutional business to all client segments and are accountable, transparent and continually re-underwrite each of our investments. We believe reputation in industry, experience, institutional client base and network gives LVW unique access to investment ideas. Our open-source approach allows our team to leverage insight and research from providers with subject matter and asset class expertise. With our focus on you and your investments, we support individual families and institutions with sophisticated strategies in the areas of outsourced CFO and tax services, investment banking and lending, and estate planning and risk management, all done with our client’s interests above all else.

High Falls Advisors has been helping individuals and families meet their financial goals since 2008. We offer a wide range of services including retirement planning, tax planning and preparation, professionally managed portfolios and investments, employee benefits counseling and estate management. Contact us today to learn how we can put our financial services and comprehensive experience to work for you.

Based in the Greater Boston area, Heritage Financial Services is an independent advisory firm that has been providing personalized financial advice and experienced investment management to affluent families for more than 25 years. We meticulously coordinate and manage all aspects of our clients’ wealth, retirement, and financial security, working closely as a team with their other trusted advisers to offer straightforward solutions. Our ultimate goal is to build lifetime relationships with our clients by helping to simplify, organize, and instill confidence in their often-complex financial lives. Heritage has grown from a sole practitioner to a well-established firm of 40 employees managing approximately $2 billion in client assets nationwide. The continued growth and success of Heritage Financial through referrals from valued clients, trusted associates, and strategic alliances is testament to our commitment to fostering strong relationships. At Heritage, we appreciate your interest in our firm, and invite you to follow us on LinkedIn. Although our clients may follow this account, this should not be interpreted as a testimonial regarding any client’s experience with or endorsement of our firm.

Level Financial Advisors wants to improve and simplify your financial life and help you to reach your goals through rational investment management and personal financial planning. We are a comprehensive, fee-only financial planning and investment advisory firm. We provide objective financial advice. We want to help you understand your finances, overcome uncertainty, and take control as you move confidently toward your goals. You will enjoy personal attention from a trusted advisor who will be on your side, guiding you through the ups and downs of the financial markets and helping you to avoid costly mistakes.

Our local advisors can help make sure you are on track. For over 50 years, our advisors have been helping investors plan for their financial goals and the retirement they want. The Legend Group is a local, independent, full-service investment planning firm offering a wide variety of retirement plan accounts, investment advisory services, college savings plans, insurance products and non-qualified investments through Lincoln Investment. When you partner with Legend, you receive professional and personal service. Since we are an independent financial planning firm, we work for you, the client, and hold this relationship in the highest regard. See how our advisors in Amherst, Buffalo, Clarence, Niagara Falls, Orchard Park, Williamsville, Jamestown and Rochester can help you evaluate your current investments and craft a plan to fit your unique needs. Advisory services offered through Capital Analysts or Lincoln Investment, Registered Investment Advisers. Securities offered through Lincoln Investment, Broker Dealer, Member FINRA/SIPC, www.lincolninvestment.com. Tax or legal services are not offered through, nor supervised by Lincoln Investment or Capital Analysts.