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Alliance Wealth Management of WNY

Success Begins with a Single Choice

It all begins here. Alliance Wealth Management of WNY is here to provide you with the support and information you need in order to make smart personal or business decisions, and reach the pinnacle of success. We have the right people to provide the direction you need.

Know what to give your attention to. Make better decisions. Enjoy the success.


Extraordinary Insights - The depth of expertise among our team is one of our competitive advantages.

You are a business owner…

Have you aligned your business plan with your life vision? Does your business serve you and your family, or is it the other way around? Will you be able to successfully transition your business, someday? Will you hang on long enough to even get the chance? Are you making choices to make your current and future financial life easier?

You’re also a person…

Are there pursuits you haven’t caught up with yet? Are those that rely on you ready if something happened? Will your greatest legacy be how much money you amassed? Does the future freak you out, or do you feel secure no matter what? What will those closest to you say when they remember you, someday?

Join hundreds of other satisfied clients to gain the confidence and business-growth tools you need for success. The ability to reach your goals depends on the choices you make today. Just click below to get started.


We are Committed to Quality

Our team works for families of successful business owners and professionals who value their family and work-optional lifestyle above everything else. Through our experience we’ve developed and refined a process which is a generational path with clear goals, measured and adjusted along the way.

It is a dynamic that provides clarity and solutions to the following questions:

  • 1. What is important?

  • 2. Where are you now?

  • 3. Where do you want to go?

  • 4. How are we going to navigate the journey?

  • 5. What obstacles might get in our way?


Speak to One Of Our Experts

Superior Assistance

From personal to professional growth, Alliance Wealth Management of WNY wants to help you overcome your struggles in order to create the success personally or in business you’ve always dreamt of. 

We set out to create a team which builds relationships and advances families lifestyles through generations. Rather than focusing on satisfying needs with appropriate products, we started working on fixing problems in peoples’ finances, building plans that have specific life goals, and making managing assets and resources to those specific goals an experience. The financial well-being of the families we serve is at the center of everything we do.

Introductory Consultation

Dedicated to You

From coast to coast, countless clients are benefiting from this and other services. It’s time to transform your business, and Alliance Wealth Management of WNY is here to give you the tools you need in order to succeed.

We know choosing a wealth management practice may be one of the most important decisions you’ll ever make. Wealth planning is a deeply personal decision that will affect your future and therefore it is a responsibility we do not take lightly.

Business Meeting

AWM team was extremely knowledgeable helping our company install Employee Benefits and Insurance. We highly recommend them to anyone looking to set up a unique benefits program. That came in very useful the first month it was implemented.

HR Director - Local Daycare

Jerry took the time to analyze our current insurance policies and was able to make some excellent recommendations. Our insurance costs are now less and we have much better coverage. I have known Jerry for many years and he is a man with great integrity, work ethic, and one of the nicest persons I know.

Nancy C.

Mark and Phil have been able to provide insurance counseling and advice for my company, for myself personally, as well as my employees. Mark and Phil are very knowledgeable in their profession and were a pleasure to work with as well. I am glad to call them friends and would highly recommend using their services

Local Business Owner

Join the ranks of satisfied clients.  Get started today.                                                                                                               "The secret of getting ahead is getting started"                     Mark Twain