WHO WE ARE

Alliance Wealth Management of WNY is an independent firm that offers comprehensive advice to individuals, families, and businesses. However, we are not only advisors, we are also business owners invested in our clients success. This structure provides a clear alignment of interests that allows us to effectively partner with every type of Client. Our mission is to help our clients achieve their goals by providing independent, ethical, and unbiased professional guidance. Our unique process is goal based and comprehensive. We partner with you so that we can assist you in developing a financial road map to where you want to go.

 

Being an independent firm with no carrier or product bias allows us to analyze the marketplace rather than just one carrier, or a few carriers.

 

From there we can assist you in developing a financial road map to where you want to go. 

 

We cater to those who are serious about providing for their loved ones' futures, managing your assets so they meet your business and family's planning needs.
 

Most people agree that…

• You need to budget, save, and manage your finances if you want to live and retire well.

• It’s uncertain any of us have what it takes to live our greatest dreams.

• We also fear what we don’t know.

• You ought to live a life that matters and leave a legacy that makes a difference.

• You should be able to work with an advisor that understands you as much as they do all things financial.

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Who are our best clients?

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Our best clients come from all walks of life and have a variety of financial needs. From small business owners to retirees, we work with individuals and families to tailor a plan that fits their unique goals and objectives. Our clients appreciate our personalized approach, attention to detail, and commitment to their success.

• Business owners 

• People building a life that matters and a legacy that makes a difference

• High-performing professionals

• Families seeking to preserve multi-generational wealth