top of page

Combining Tradition and Innovation

in Wealth Management

Comprehensive Financial Planning • Investment Management • Retirement Solutions

SERVICES

Personalized Wealth Management

We craft tailored wealth management solutions that cater to each financial aspiration. We are committed to working intimately with each client to sculpt a customized investment plan that respects unique goals and comfort with risk. Whether the focus is on preparing for retirement or stewarding legacy, we're committed to each financial journey.

TEAM

Dedicated Representatives 

Meet the heart of Agarwood Wealth - dedicated representatives who believe in the power of personal connection to craft each unique financial future. With a wealth of knowledge and commitment to client success, we stand not just as guides, but as partners in wealth management. Our collective expertise becomes each clients' asset in financial growth and security.

CLIENTS

Building Wealth Together

Our commitment is to the individuals and families we serve. We cherish the personal bonds that fuel collaboration and are honored to contribute to the financial journeys of our diverse clientele. Uniting a wide spectrum of backgrounds and sectors, our clients all share the common goal of nurturing and safeguarding their wealth with us by their side.

ABOUT US

At Agarwood Wealth, we pride ourselves on being a distinct wealth management firm where traditional values meet innovative financial strategies. Our team brings extensive industry experience, committed to cultivating enduring wealth and earning the trust of every client. We stand by the belief that effective wealth management should be as unique as you are. That's why we customize our services to align with your individual financial goals and needs. Whether it's charting a course towards a secure retirement, navigating next generational wealth, or unlocking opportunities for wealth expansion, Agarwood Wealth is your dedicated partner in financial success. 

Review Your Financial Journey

At Agarwood Wealth, we don’t just manage wealth - we foster enduring relationships and craft strategies that respect your individual goals.
Unlock personalized investment strategies and comprehensive financial planning tailored to your unique needs. We invite you to experience the difference that a dedicated, client-first approach can make in your life.

Contact

CONTACT US

Contact Us for a Free Financial Consultation:

Your message has been successfully sent to Agarwood Wealth. We are delighted to have the opportunity to connect with you. One of our dedicated representatives will get back to you shortly. Thank you for contacting us!

5930 Main St, Suite 200
Williamsville, NY, 14221

716-529-3222
 

Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic.


© 2024 Osaic Wealth Inc. All rights reserved. Member FINRA/SIPC. Osaic is registered with the U.S. Securities and Exchange Commission and the Financial Industry Regulatory Authority. This site is published for residents of the United States only. Registered Representatives of Osaic Wealth may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the services referenced on this site are available in every state and through every representative listed. For additional information, please contact Osaic at 800-747-6111.

 

NOTICE: This communication is strictly intended for individuals residing in the United States. No offers may be made or accepted from any resident outside the states due to various state regulations and registration requirements regarding investment products and services.

​

Registered Representatives of Osaic transact business in the United States as registered with FINRA and the state's securities regulator. Follow-up and individualized responses to consumers in a particular state by Osaic that involve either the effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with the state's broker-dealer, investment adviser, BD agent or IA rep registration requirements, or an applicable exemption or exclusion. For information concerning the licensure status or disciplinary history of a broker-dealer, investment adviser, BD agent, or IA rep, a consumer should contact his or her stated securities law administrator.

​

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced to provide information on a topic that may be of interest. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

 

We may utilize third-party Websites, including social media Websites, blogs and other interactive content. We consider all interactions with clients, prospective clients and the general public on these sites to be advertisements under the securities regulations. As such, we generally retains copies of information that we or third-parties may contribute to such sites. This information is subject to review and inspection by the securities regulators. Information provided on these sites is for informational and/or educational purposes only and is not, in any way, to be considered investment advice nor a recommendation of any investment product. Advice may only be provided by our advisory persons after entering into an advisory agreement and provided with all requested background and account information.

​

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

​

This communication is strictly intended for individuals residing in the states of CA; CO; FL; IL; KY; MA; MD; ME; MI; MO; NC; NV; NY; OH; PA; TN; TX; UT; VA; VT. No offers may be made or accepted from any resident outside the specific state(s) referenced.

 

LINK DISCLOSURE: Any third-party hyperlink takes you away from this Osaic Website and to a third-party site. That site may have a privacy policy different from Osaic and may provide less security than this Osaic site. Osaic and its affiliates are not responsible for the products, services, and content on any third-party website. www.finra.org / www.sipc.org

​

CHECK THE BACKGROUND OF THIS FIRM on FINRA's BrokerCheck. https://brokercheck.finra.org/  Osaic adheres to regulatory requirements and maintains transparency with our clients by providing a direct link to FINRA's BrokerCheck. Before investing, make sure to check the background of the firm and investment professional.

​

bottom of page