• Skip to main content
  • Skip to footer

Custom Wealth Strategies

Client login Complimentary Retirement Assessment

  • What we offer
    • Estate Planning
    • Financial Independence Planning
    • Investment Management
    • Tax Planning
  • Success stories
    • Physicians
    • Executives
    • Business Owners
    • Retirees
  • Who we are
  • Resources
    • Events
    • Blog
  • Contact us
Custom wealth strategies home hero image

Smart Retirement Planning
For Busy Professionals

Retire Confidently With The Wealth
Management You've Been Waiting For

Complimentary Retirement Assessment
WELCOME TO CUSTOM WEALTH STRATEGIES

Where You Can Get The Wealth Management You Deserve

You have dedicated your life to your career, which inevitably means you haven't been able to devote enough time or attention to your finances. You need a trustworthy partner with the experience to coordinate everything for you, allowing you to stay focused on what matters.

Cpa Pfs Logo

24

States operated in

9

Commonwealth ranked #1 in independent Advisor Satisfaction among Financial Investment Firms, 9 Times in a Row by J.D. Power

*Commonwealth received the highest score among independent advisors in the J.D. Power 2010, 2012, 2013, 2014, 2018–2022 U.S. Financial Advisor Satisfaction Studies. Presented on July 6, 2022, for January to May 2022 and is based on responses from 3,039 advisors employed by or affiliated with the firms included in the study. Not indicative of firm’s future performance. Your experience may vary. Use of study results in promotional materials is subject to a license fee. Visit jdpower.com/awards for more details.

A TIMELY MESSAGE

Tuning Out the Noise

A philosophy we're confident in.

WHAT WE OFFER

Bringing All The Pieces Of Your Financial
Life Together, One Step At A Time

Estate planning
Financial independence planning
Investment management
Tax planning
Start evaluating the bigger picture

We start the process by understanding how you want your wealth to be allocated, and addressing any inevitable or "what-if" scenarios. This lets us set a stable foundation for all of your finances.

Explore estate planning services

Stay on track with your goals

Having enough money to get you through retirement comfortably is crucial. We will make sure your financial plan allows you to reach all of the goals you have, from children's college to vacations and more.

Explore financial planning services

Optimize your financial returns

Once a foundation has been set, we will turn our attention to your investments. Our team will ensure that your money is being allocated effectively and working in line with the goals you wish to achieve.

Explore investment management services

Achieve tax optimization

We want to make sure that your goals are being funded in the most tax-efficient manner, and our CPA backgrounds allow us to consider your tax implications throughout every step of your financial management.

Explore tax planning services

CLIENT SUCCESS STORIES

Assisting Working And Recently Retired
Professionals With An All-encompassing Plan

A Mature Couple Using A Digital Tablet

Retirees

James and Kim are a husband and wife with a disabled son in his mid-20s. James was the sole income earner and carried the weight of making sure his family would be financially secure throughout each of their lives while Kim was in charge...

Read the full story

Vertical Portrait Of Smiling Young Indian Male Doctor In Medical Robe Uniform Standing Arms Crossed In Hospital Office

Physicians

One of our specialized physician clients built up a significant nest egg in his IRA. Since the medical care his patients require carries a higher risk, and because he's just a few years from retirement, his primary concerns were around asset protection.

Read the full story

Portrait of a confident mature businessman working in a modern office

Executives

An executive engaged us to do his planning. We not only found he had significant gaps in his estate planning documents, but his tax plan was not optimized. Collectively, these were negatively impacting his retirement.

Read the full story

Portrait Of Successful Group Of Business People At Modern Office Looking At Camera

Closely held business

A partner in a closely held business was paying a significant amount of unnecessary taxes. We took advantage of and created an opportunistic and often overlooked tax-deductible retirement plan allowing for...

Read the full story

WHO WE ARE

Your Trusted Professionals
For Managing All Of
Your Wealth

Wealth management has a lot of moving parts, but you shouldn't have to worry about any of it. As your team leader, we will coordinate everything for you, from tax planning and investment management to retirement and estate planning.

Our dedicated team has years of experience and brings unique perspectives to your financial solution. We believe in the value of education and use our backgrounds as CPAs and CFPs to ensure that all aspects of your finances are taken care of.

Learn more about us

Shot Of A Mature Couple Sitting At Their Dining Room Table Using A Laptop

Let’s Take Your Planning To A Higher Level

ALIGN EVERYTHING THAT MATTERS TO YOU

You have worked too hard for your success to not have an organized financial plan that works for you. We are the experts who will take your money to the next level by establishing a well-thought-out, comprehensive plan that meets your needs and goals.

Establish your wealth management plan

Resources

Learn more about wealth management and what it means for you
Mature couple with smartphone at sidewalk cafe in sunny day
Sorry, no event found.

Change Your Financial Future

Discover how Custom Wealth Strategies empowers you to make informed financial decisions. This video gives you a quick tour of our holistic approach and cutting-edge technology…

Read more

Get Retirement Ready

Learn how you can get the most out of your retirement. 

Read more

The Custom Wealth Strategies Cash Outflow Worksheet™

Explore resources to help navigate your retirement successfully

A free, downloadable budgeting tool that helps plot both your current expenses along with lifelong goals all in one place.

"*" indicates required fields

This field is for validation purposes and should be left unchanged.
Custom Wealth Cash Flow Cover Image
Custom wealth strategies footer white logo

Get in touch with us
4990 Transit Road, Depew, NY 14043

team@cwsplan.com
(716) 771-1888
Follow us dashicons-facebook-alt dashicons-linkedin dashicons-twitter

The Financial Advisor(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Please check Broker Check for a list of current registrations. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network®.

Form CRS: Client Relationship Summary | FINRA Broker/Check

Copyright © 2025 Custom Wealth Management. All Rights Reserved.   |  Privacy Policy  |  Web Accessibility  |  Site Map  |  Design by TinyFrog Technologies