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Custom Wealth Strategies

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    • Estate Planning
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Who We Are Hero image

Who We Are

Trustworthy, Experienced
Wealth Management Professionals

The Story Behind Our Firm

Customized Solutions For Successful Professionals

In partnership with you and your extended family, we aim to bring greater clarity and vision to your financial life, with a focus on what matters most to you. Our mission is to help you achieve greater financial security and freedom, so that you can live a more satisfying and fulfilling life.

With a focus on the big picture, our comprehensive Custom Wealth Retirement Plan coordinates all aspects of your financial life, including planning for:

  • Estate
  • Investments
  • Income Taxes
  • Financial Independence
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Our approach identifies and eliminates gaps and frees up time, giving you the greatest probability at success when it comes to reaching your goals and attaining financial independence.

We’re Here to Help You

You have a lot you want to accomplish —
we’re here for every milestone.

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Alleviate stress

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Manage your money

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Proper Tax Planning

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Free up your time

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Achieve your goals

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Leave your legacy

Meet Our Team

Every Member Of Our Team Is Passionate About Using Their
Knowledge And Unique Experiences To Assist You.

Our Custom Wealth Strategist Team

The Custom Wealth Strategies team consists of CPAs, CFPs, Enrolled Agents, and more.

No matter the credential, each member of the team is fully invested in helping our clients attain their own personal financial goals, all while delivering the best service and client-experience possible.

David R. Burgio, CPA, PFS
David R. Burgio, CPA, PFS

President, Founder,
Comprehensive Wealth Planner

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Send Email To David R. Burgio, CPA, PFS
Michael Malaney, EA, CFP<sup>®</sup>
Michael Malaney, EA, CFP®

Comprehensive Wealth Planner

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Send Email To Michael Malaney, EA, CFP®
David M. Burgio
David M. Burgio

Comprehensive Wealth Planner

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Send Email To David M. Burgio
Mary M McCafferty, CFP<sup>®</sup>
Mary M McCafferty, CFP®

Comprehensive Wealth Planner

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Mary Lokken, CFP<sup>®</sup>, EA
Mary Lokken, CFP®, EA

Paraplanner

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Joseph L. Fecio, CFP<sup>®</sup>
Joseph L. Fecio, CFP®

Registered Associate

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Kristine Zanner
Kristine Zanner

Paraplanner

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Send Email To Kristine Zanner

Our Investment Management And Research Team

Consultative Arm for a Breadth of Knowledge

The Investment Management and Research Department functions as a consultative arm of our Investment Management, providing expertise and advice on a variety of investment products and subjects. Research department employees, many of whom are CFAs, possess a breadth of knowledge and experience that spans topics such as the functionality of investment planning software, asset allocation strategies, and advanced portfolio construction techniques for high-net-worth individuals. Overall, the department acts as a tremendous resource for our advisors and our team, helping us better serve our clients' diverse goals.

Justin Duft, JD, CFP,<sup>®</sup> CLU,<sup>®</sup> ChFC,<sup>®</sup> CLTC<sup>®</sup>
Justin Duft, JD, CFP,® CLU,® ChFC,® CLTC®

Vice President,
Advanced Planning

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Send Email To Justin Duft, JD, CFP,® CLU,® ChFC,® CLTC®
Peter Essele, CFA<sup>®</sup>,CFP<sup>®</sup>, CAIA
Peter Essele, CFA®,CFP®, CAIA

Senior Vice President, Investment Management and Research

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Send Email To Peter Essele, CFA®,CFP®, CAIA
Heather Zack, JD, LLM, MSFP, CAP<sup>®</sup>
Heather Zack, JD, LLM, MSFP, CAP®

Manager, Advanced Planning

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Send Email To Heather Zack, JD, LLM, MSFP, CAP®
Brad McMillan, CFA<sup>®</sup>, CAIA, MAI
Brad McMillan, CFA®, CAIA, MAI

Managing Principal And Chief Investment Officer

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Send Email To Brad McMillan, CFA®, CAIA, MAI
Krista Teegarden, CLU,<sup>®</sup> ChFC,<sup>®</sup> CSLP,<sup>®</sup> NSSA,<sup>®</sup>
Krista Teegarden, CLU,® ChFC,® CSLP,® NSSA,®

Advanced Planning Consultant

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Send Email To Krista Teegarden, CLU,® ChFC,® CSLP,® NSSA,®
Maureen Baxter, MBA, CLU,<sup>®</sup> ChFC<sup>®</sup>
Maureen Baxter, MBA, CLU,® ChFC®

Advanced Planning Consultant

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Send Email To Maureen Baxter, MBA, CLU,® ChFC®
Brian McCormick, CIMA<sup>®</sup>
Brian McCormick, CIMA®

Manager, Investment
Management and Research

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Justin Cleare, CFA<sup>®</sup>
Justin Cleare, CFA®

Research Analyst, Real Assets

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David Haughton, JD
David Haughton, JD

Team Lead, Advanced Planning

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Aaron Gigliotti
Aaron Gigliotti

Research Associate, Investment Management And Research

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Martin Baker, CFP<sup>®</sup>
Martin Baker, CFP®

Advanced Planning Consultant

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Joe Dunn
Joe Dunn

Advanced Planning Consultant

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Send Email To Joe Dunn
Keven DuComb, JD, MBA
Keven DuComb, JD, MBA

Advanced Planning Consultant

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Send Email To Keven DuComb, JD, MBA
Aric Jacobson, JD, LLM, CFP<sup>®</sup>
Aric Jacobson, JD, LLM, CFP®

Advanced Planning Consultant

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Send Email To Aric Jacobson, JD, LLM, CFP®
Elizabeth Meyer, JD
Elizabeth Meyer, JD

Advanced Planning Consultant

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Send Email To Elizabeth Meyer, JD
Rafael Bernard, CFP<sup>®<sup>, MSFP<sup>®<sup>
Rafael Bernard, CFP®, MSFP®

Advanced Planning Consultant

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Send Email To Rafael Bernard, CFP®, MSFP®

Our Advanced Planning Team

Expert Resource for Customized Solutions

The Advanced Planning team is our expert resource for wealth management and financial planning strategies that address our clients' complex financial situations. Team members can research technical issues and coordinate the expertise of other Commonwealth specialists to help us provide our clients with nuanced, customized solutions, ranging from risk management and investment taxation to charitable giving, estate planning, executive benefits, concentrated stock, and more.

Work With Our Team

Understand your opportunities and achieve all of the
goals you haven't had time to work toward.

Start managing your wealth

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

team@cwsplan.com
(716) 771-1888
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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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