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Custom Wealth Strategies

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What We Offer

Investment Management Services

Optimize Your Financial Returns

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

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We take an objective-based approach so that portfolio construction is carefully selected and tested to pursue real-life investment objectives. The portfolios are designed for tax-efficient wealth accumulation along with income distribution during retirement.

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We believe that investors can have a successful investment experience without having to outguess the market. We trust market prices and apply a scientific, transparent, and process-driven investment approach to pursue higher expected returns. Our investment managers have forged deep working relationships with top academics in finance, including Nobel laureate Eugene Fama, fellow researcher Kenneth French, and other leading academics, who serve as directors and consultants to the investment management firm we employ for clients seeking wealth accumulation.

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For clients in their retirement phase, portfolios are constructed according to our clients’ real-life investment objectives, often seeking to preserve as much principal as possible even as they take out monthly distributions to maintain their lifestyle needs.

HOW WE CAN HELP

Decide What Matters Most And
Establish The Right Solution

What's Included?

The Investment Focus™

Regain alignment of your investments with your goals, values, and time horizons. We'll evaluate your personal risk tolerance, time horizons, current risk exposure, efficient frontier testing, and portfolio construction to ensure that your investments align with your goals.



The Custom Wealth Inspection™

We meet regularly to reflect, review, and discuss your plans. In order to best serve you and your family, the Custom Wealth Architect™ provides dynamic and relevant financial strategies that evolve with your changing needs and goals.

  • Annual schedule of events
  • Vaulting of Important documents
  • Regular reviews of all financial vehicles
  • Tax law review and strategy alignment
  • Legacy Plan review

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.

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Investment Resources

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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 that enables smarter investing, effective saving, and intelligent debt management.......

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Get Retirement Ready

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

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Reach Financial Independance

The vision has been set, the plan is in place, the implementation begins and the guardrails have been installed. Our clients appreciate the time they have been given back by not having to try to coordinate all their financial relationships on their own but rather have an overarching financial plan and a team that holds everybody accountable. Most of all they feel liberated with the clarity and focus of their financial life allowing them to be able to enjoy their life the way they truly want to.

Establish your wealth management plan

Explore All Of Our Services

Feel confident knowing all pieces of your finances are tied together

Estate Planning

Start evaluating the bigger picture

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Investment Management

Optimize your financial returns

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Tax Planning

Achieve tax optimization

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The Financial Independence FocusTM

Overarching Comprehensive Financial Plan

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

team@cwsplan.com
(716) 936-7297
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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®.

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