BUFFALO FIRST WEALTH MANAGEMENT, LLC

Overview

Buffalo First Wealth Management, LLC is an independent registered investment adviser focused on financial planning and portfolio management for individuals, families and smaller institutions. The firm shows a clear preference for equity exposure, centering client portfolios on exchange-traded equities and ETF-like strategies while supplementing holdings with mutual funds and insurance products. It provides a mix of fee arrangements (percentage of AUM, hourly and fixed fees) and offers services that include financial planning, portfolio management for individuals/small businesses and institutions, pension consulting services, publication of client communications and educational seminars. The firm also operates an insurance brokerage and accounting activity, which supports its use of annuities and guaranteed products where appropriate. Buffalo First is not positioned as a capital allocator; it relies on third-party managers for alternative exposure rather than direct private capital commitments. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices