Gain access to your local, registered, and independent private wealth advisory firm dedicated to working with individuals, families, and small businesses in Batavia and the greater Rochester and Buffalo areas. We strive to create strategies and solutions that would fit your personal financial goals by focusing on you and what's important to you.
Our Mission is to build unique strategies that would adhere to the personal financial goals of our clients.
Our Goal is to provide our clients with the tailored solutions that would generate consistent returns, risk consistent with the level of returns, and exposure to long-term investment activity.
Our Strategy involves a deep fundamental analysis of the current market and economic trends combined with a quantitative evaluation of portfolios and strategies to meet individual goals.
A PERSONALIZED APPROACH
We offer a personalized approach to every client and propose unique wealth management strategies build for individuals based on their financial goals and expectations. We prepare investment strategies and solutions tailored to fit our clients' individual needs.
Our Strategies focused on, but not limited to:
Growth-oriented investment portfolios designed to meet individual, family, and business long-term financial goals.
Strategies focused on insured or fixed-income financial products, which generate consistent returns and safeguard your invested capital.
Tailored solutions that preserve and create additional wealth for successful, ambitious, and young adults.
Portfolios built to generate retirement savings by utilizing 401(k) Plans, 403(b) and 457(b) Plans, ESOPs, and Pension Plans so you can truly enjoy your retirement.
529 Tax-advantaged Savings Plans designed to generate savings to cover future education costs for your loved ones.
Get to Know Us
Founder, Head of Wealth Management
Pavlo oversees and manages both the private fund and wealth management sides of the firm. With respect to wealth management, Pavlo serves as a strategy builder for our clients and a person who performs ongoing supervision of clients' portfolios and their performance.