Check the background of these financial professionals on FINRA’s BrokerCheck.
- (716) 276-8480
- 1967 Wehrle Drive, Suite 7, Williamsville, NY 14221
- Advisor Text – (716) 272-1129
Gain control of the present, plan for your future & prepare for the unexpected.
Through accumulating, protecting, and distributing wealth in the most tax-efficient manner, Kautz/Buckley Independent Wealth Management provides guidance in establishing a comprehensive financial plan. Our firm works to identify and prioritize our client’s objectives, ensuring they feel a sense of comfort and relief regarding their financial state. Communication and commitment to our clients, along with excellent service act as the basis for the success of our firm.
Our clients engage with us on three levels. All three levels are a fiduciary relationship, meaning it is fee-based not commission based. This makes the relationship client-centered not product-centered. They are based on a level of involvement between the client and the staff. Clients can choose an engagement level ranging from basic to very involved, including a personal Wealth Health website and yearly review.
Do you know where everything is, and what everything is worth? If you want to know, you can.
Now, you can see everything you own all in one place.
The wealth health dashboard allows you to track your progress towards your goal and identify if changes need to be made. Review appointments, re-cap letters and check-in phone calls allow us to stay connected to you and better serve your needs in order to gain control of your financial future by engaging in a financial plan.
Please Note: The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these websites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.