WNY Asset Management

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WNY Asset Management — overview

Assets Under Management

Type

Wealth Manager

Location

Williamsville, NY, US

Alternative Asset Classes

-

About

WNY Asset Management is a US-based wealth manager and registered investment advisor. It provides wealth management advisory services include retirement planning, investment management, financial planning, consulting services, estate planning, education funding, college planning process, and insurance planning. The wealth manager provides advisory services to individuals, high-net-worth individuals, corporations, business entities, trusts, pensions, profit-sharing plans, estates, and charitable organizations. The firm provides investment advisory services to its clients on discretionary basis.

WNY Asset Management - known decision makers (14)

Contact NamePositionLocationEmailTelephoneAsset Class
AccountantWilliamsville, USGEN
Associate Wealth ManagerWilliamsville, USGEN
Associate Wealth ManagerWilliamsville, USGEN
Associate Wealth Manager,Business Analyst & Member of The Investment Management CommitteeWilliamsville, USGEN
Associate Wealth Manger & Member of Financial Planning TeamWilliamsville, USGEN

Showing 5 of 14 known decision makers WNY Asset Management

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