• Wealth Planning

    Your financial journey should reward you with many happy returns

  • Listening is fundamental to our wealth planning process. By listening to what matters most to you, we can identify strategies to help preserve and build upon your success and help you achieve your financial goals. We develop and monitor a customized plan to help meet your investment needs today, tomorrow and in the future.

    Here is how listening fits into our five-step wealth planning process:

    1. Discovery: By listening and talking together, we come to understand your priorities and your financial goals
    2. Gather Data: Through our conversations, we gather the data necessary to establish where you are on your financial journey. We also analyze your current resources to determine what you’re likely to need when you reach key milestones along the way
    3. Map Out Your Plan: Based on your goals and dreams, we map out a customized plan designed to balance investment opportunities with tax efficient strategies, risk tolerance factors and personal preferences
    4. Implement the Plan: We have the systems, solutions and experience to transform your financial blueprint into wealth management action
    5. Monitor and Adjust: But having a plan is only part of the challenge. We regularly monitor your progress and talk with you to make the adjustments needed to help keep you on the path to financial success 

    To start a conversation with a Private Client Services Advisor, contact us today.

  • A Private Client Services Advisor will help guide you through your financial present and future
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INVESTMENTS: Are not deposits • Are not FDIC insured • Are not guaranteed by the Bank • May go down in value • Are not insured by any Federal Government Agency  

First Niagara Private Client Services is a division of First Niagara Bank, N.A.

There are risks involved with investing, including loss of principal. Diversification may not protect against market risk. Past performance does not guarantee future results

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