• 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
Universal Hero

Who We Are

Trustworthy, Experienced
Wealth Management Experts

The Story Behind Our Firm

Customized Solutions For Successful Professionals

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

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

  • Estate
  • Investments
  • Income Taxes
  • Financial Independence
Businessman Planning And Analyse Investment Marketing Data

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.

Alleviate Icon

Alleviate stress

Money Icon

Manage your money

Tax Icon

Proper Tax Planning

Time Icon

Free up your time

Goals Icon

Achieve your goals

Legacy Icon

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.

Dave Sr Customwealthteam
David R. Burgio, CPA, PFS

President, Founder,
Comprehensive Wealth Planner

Read David’s bio

Send Email To David R. Burgio, CPA, PFS
Mike Customwealthteam
Michael Malaney, EA, CFP®

Comprehensive Wealth Planner

Read Michael’s bio

Send Email To Michael Malaney, EA, CFP®
Mary.m Customwealthteam
Mary M McCafferty, CFP®

Comprehensive Wealth Planner

Read Mary’s bio

Send Email To Mary M McCafferty, CFP®
Mary L Customwealthteam
Mary Lokken, CFP, EA

Paraplanner

Read Mary’s bio

Send Email To Mary Lokken, CFP, EA
Joe Customwealthteam
Joseph L. Fecio, CPA, CFP

Registered Associate

Read Joseph’s bio

Send Email To Joseph L. Fecio, CPA, CFP
Davejr Customwealthteam
David M. Burgio

Registered Paraplanner

Read David’s bio

Send Email To David M. Burgio
Kristine Customwealthteam
Kristine Zanner

Paraplanner

Read Kristine’s bio

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 which 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 to our advisors and our team to help us better serve our clients diverse goals.

Justin Duft Image
Justin Duft, JD, CFP,® CLU,® ChFC,® CLTC®

Vice President,
Advanced Planning

Read Justin’s bio

Send Email To Justin Duft, JD, CFP,® CLU,® ChFC,® CLTC®
Peter Essele Image
Peter Essele, CFA®,CFP®, CAIA

Senior Vice President, Investment Management and Research

Read Peter’s bio

Send Email To Peter Essele, CFA®,CFP®, CAIA
Heather Zack Image
Heather Zack, JD, LLM, MSFP, CAP®

Manager, Advanced Planning

Read Heather’s bio

Send Email To Heather Zack, JD, LLM, MSFP, CAP®
Brad Mc Millan Image
Brad McMillan, CFA®, CAIA, MAI

Managing Principal And Chief Investment Officer

Read Brad’s bio

Send Email To Brad McMillan, CFA®, CAIA, MAI
Krista Teegarden Image
Krista Teegarden, CLU,® ChFC,® CSLP,® NSSA,®

Advanced Planning Consultant

Read Krista’s bio

Send Email To Krista Teegarden, CLU,® ChFC,® CSLP,® NSSA,®
Maureen Baxter Image
Maureen Baxter, MBA, CLU,® ChFC®

Advanced Planning Consultant

Read Maureen’s bio

Send Email To Maureen Baxter, MBA, CLU,® ChFC®
Brian Mc Cormick Image
Brian McCormick, CIMA®

Manager, Investment
Management and Research

Read Brian’s bio

Send Email To Brian McCormick, CIMA®
Justin Cleare Image
Justin Cleare, CFA®

Research Analyst, Real Assets

Read Justin’s bio

Send Email To Justin Cleare, CFA®
David Haughton Image
David Haughton, JD

Team Lead, Advanced Planning

Read David’s bio

Send Email To David Haughton, JD
Aaron Gigliotti Image
Aaron Gigliotti

Research Associate, Investment Management And Research

Read Aaron’s bio

Send Email To Aaron Gigliotti
Martin Baker Image
Martin Baker, CFP®

Advanced Planning Consultant

Read Martin’s bio

Send Email To Martin Baker, CFP®
Joe Dunn Image
Joe Dunn

Advanced Planning Consultant

Read Joe’s bio

Send Email To Joe Dunn
Keven Du Comb Image
Keven DuComb, JD, MBA

Advanced Planning Consultant

Read Keven’s bio

Send Email To Keven DuComb, JD, MBA
Aric Jacobson Image
Aric Jacobson, JD, LLM, CFP®

Advanced Planning Consultant

Read Aric’s bio

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

Advanced Planning Consultant

Read Elizabeth’s bio

Send Email To Elizabeth Meyer, JD
Rafael Bernard Image
Rafael Bernard, CFP®, MSFP®

Advanced Planning Consultant

Read Rafael’s bio

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 client’s 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, 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

Closeup Low Angle View Having A Conversation In Front Of The Office Building

Stay In Communication With Us

Don't miss the latest updates or
financial resources

"*" indicates required fields

This field is for validation purposes and should be left unchanged.
Footer White Logo

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

david.burgio@customwealthstrategies.com
(716) 771-1888
Follow us dashicons-facebook-alt dashicons-linkedin dashicons-twitter

This communication is strictly intended for individuals residing in the states of AL, AR, AZ, CA, CO, CT, FL, GA, IL, IN, MA, MD, MI, MN, MT, NC, NH, NJ, NY, OH, PA, SC, TN, TX, UT, VA, VT, WA, WI. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.

Form CRS: Client Relationship Summary | FINRA Broker/Check

Copyright © 2023 Custom Wealth Management. All Rights Reserved.   |  Privacy Policy  |  Web Accessibility  |  Site Map  |  Design by TinyFrog Technologies