Wealth Management Services in the Buffalo, NY area

Dominic Pellicano, Jonathan Donatelli, CLU^®,CFP^®, AIF^®, and Melissa Bertrand are Principal Securities Registered Representatives and Financial Advisors who specialize in providing comprehensive financial planning.  Our practice consists of working with business owners and individuals, specializing in tax, estate, protection, retirement and investment planning.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with financial professionals to pursue your financial goals.