Welcome to Buffalo Wealth Management

At Buffalo Wealth Management, we understand that every client has unique financial needs and aspirations.  That's why we take a personalized approach to financial planning, tailoring our services to meet your specific requirements.

We are a team that includes experienced CERTIFIED FINANCIAL PLANNER™ professionals dedicated to helping individuals, families, and businesses reach their financial goals.  We are backed by the strength and innovation of Northwestern Mutual; a highly-rated Fortune 500 Company that has been taking care of families in our country for over 160 years.

Our team of experts is well-versed in the latest financial strategies and world class products, and we are committed to providing you with the highest level of service and support.  We believe in building long-term relationships with our clients, and we work closely with you to create a comprehensive financial plan that addresses your current needs and helps you achieve your future goals.

Whether you're wanting to plan for retirement, protect your family and business, or partner to get your financial life organized we're here to help.

Contact us today to schedule an Intro Meeting and let us show you how we can help you achieve your financial objectives.

Explore how we help businesses

Business Questions

It's often difficult to separate the financial needs and goals of your business from the goals you set for yourself and your family. We will help you address both, allowing you to create a competitive business advantage today and protect your business's future value, so you can enjoy the rewards of your hard work when it's time to sell or transition your business. 

Planning for Successful Business

Explore how we help families

How we help families

There's many questions that often come to mind as we approach and begin the retirement phase of life. Our team is here to help you navigate the questions you have and even the blind spots you may not have considered. We help you design a comprehensive family wealth plan to bring your family vision and values to life. This plan will provide you with the clarity and confidence you desire for not only your own financial security, but for generations to come. 

Services for Families