BUFFALO FIRST WEALTH MANAGEMENT, LLC
SEC RegisteredYour Financial Advisors Nationwide
About the firm
Buffalo First is a Registered Investment Advisor (RIA) held to the highest standard of care when managing clients' money. They charge asset-based fees to manage client accounts, designed to be transparent and aligned with clients' interests. They offer services from Buffalo to Honolulu and everywhere in between.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Insurance, financial education, planning for businesses, estate planning and philanthropy, comprehensive financial planning, financial planning for teachers, proactive tax planning, and investments.
Who they serve
Individuals seeking wealth management, teachers with unique financial needs, businesses and organizations requiring institutional consulting, and clients nationwide.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 427 | $53M |
| High Net Worth Individuals | 18 | $27M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 135 | $11M |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 3 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
Data as of January 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. BUFFALO FIRST WEALTH MANAGEMENT, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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