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Our Services

Financial Report
Comprehensive Financial Planning • Investment Management • Retirement Solutions

In-House Investment Management Expertise

  • At Agarwood Wealth, we manage both equities and fixed income in-house.

  • Unlike other firms, we have the expertise and experience to handle your investments directly.

  • We have five distinct asset allocation strategies, followed by 100% custom built portfolios to each client.

Agarwood Wealth
Investment Independence
  • We have the freedom to select the best investment product available, ensuring choices that best fit specific client needs.

  • This flexibility allows us to focus on lower-cost products with similar strategies, translating to client savings without sacrificing quality.

Mutually Aligned
  • Lower costs for clients paired with higher revenue retention for us, creates a win-win situation for everyone. 

  • Our model ensures clients receive high-value service at a lower cost, while still maintaining a sustainable business model.

Exclusive Client Access and Benefits

  • Benefit from our proprietary research and exclusive investment insights with artificial intelligence support. 

  • Receive 100% custom portfolios tailored to your individual financial goals and risk tolerance.

  • Comprehensive product offerings with competitive fees and superior service.

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Backed by Proven Success

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Unparalleled Backing

Unmatched support from a multi-billion-dollar family office, including public and private research.

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Extensive Network

Extensive network of industry connections, providing unique investment opportunities and insights.

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Private Equity

Access to proprietary investment models and exclusive hedge fund and private equity deal flow. 

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Advanced Tech

Access to cutting-edge technology and artificial intelligence tools focused on performance and transparency.

Client Services and Support

At Agarwood Wealth, we offer a comprehensive suite of services tailored to navigate the complexities of your financial landscape. From crafting bespoke investment strategies to ensuring your legacy endures for generations, our holistic approach addresses all facets of your financial well-being through in-house services and our professional services network. We blend meticulous planning with proactive risk management to secure your assets and amplify your wealth. Partner with us for a personalized service experience where your financial goals set the course.

Investment Strategy & Management

We craft investment strategies that resonate with your personal financial goals. Drawing upon a vast reservoir of knowledge and an independent and proprietary investment strategy, we equip you to invest with confidence and clarity.

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Comprehensive Financial Planning

Your aspirations for today and dreams for tomorrow are our blueprint for action. Utilize financial plans with a personal roadmap, aligning with every stage of your life.

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Estate and Generational Planning

Preserve your legacy with our expert network of estate planning services. A thoughtful approache ensure that your wealth transitions according to your wishes, providing peace of mind for future generations.

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Tax Optimization

Navigate the complexities of taxation with our network of tax expertise. Proactive tax planning strategies aim to minimize your liabilities and maximize financial returns.

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Philanthropy Advisory

Maximize the impact of your generosity with strategic giving. At Agarwood Wealth, we help you navigate the philanthropic landscape with efficient, heartfelt giving strategies that reflect your values.

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Business Succession Planning

Transitioning your business is a pivotal moment. We're here to provide the financial insight and planning necessary to make this transition smooth and aligned with your personal financial strategy.

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Your Dedicated Wealth Advisory Team

When you partner with Agarwood Wealth, you gain more than services; you gain a relationship. Our dedicated team works closely with you, ensuring a personalized service that considers your unique financial situation.

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Risk Management & Insurance Planning

Navigate life's uncertainties and potential financial risks with our professional network of tailored insurance strategies to protect the wealth and security of you and your family.

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.

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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.

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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.

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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.

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