Financial planning

Our financial planning conversations don't begin with your finances. Instead we start with you - your life, your family, your priorities, and goals. Once we have your big picture in focus, we'll tailor a plan from a range of financial options using multiple strategies designed specifically to help get you to where you want to be.

Wealth Management

You've earned your success and continue to excel in your personal and professional lives. Maintaining wealth becomes an issue as time constraints in daily life make it difficult to identify and develop strategies that align with your financial goals. I will partner with you to help you sustain and grow long-term wealth consistent with your goals and aspirations, taking into account other financial needs and your comfort with market risks.

Investments: invest in your best life.

With more ways to invest than ever before, it can be hard to make sure your money is working its hardest for you. We focus on long-term investment strategies to give you more confidence and help make sure that the growth potential and management of your money isn't left to chance.

Advisory programs

When you're looking for hands-on investment advice and ongoing portfolio oversight, we'll guide you through the investment process and choose one of our Signature Advisory Programs that's right for you.Find out more

Brokerage services

You'll have access to investment vehicles to help build your ideal portfolio—no matter your goals or life stage. Plus, we'll help you navigate your choices and connect you to the right investments to help take you where you want to go.Find out more

Retirement planning

We tailor your plan to fit you and your goals with a range of financial options. From insurance for protection to strategies for growing your money and providing more flexibility, we'll help you live the retirement you always wanted.

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Education funding

With the cost of school continuing to rise, it's more important than ever to have a plan to pay for it. From strategies for saving and funding education to how whole life insurance can play a role, we can help you understand your options.

Woman typing on calculator and laptop at kitchen table

Business planning

No matter if your business is big or small, we'll work hard to help you grow. From protecting against risk and managing growth, to attracting and retaining top talent, we have a range of solutions designed for you and your employees.

Close up of a man and two women business planning

Employee Benefits Planning

Employee benefits are an important part of the growth of your business. Benefits such as health insurance, pension plans, group life and disability income plans make up the compensation package that helps ensure continued employee satisfaction and well-being within your company. Designing an employee benefit approach can be a complicated, technical and time-consuming matter. Working with a specialist who offers access to comprehensive employee benefit services through local and independently owned companies, provides a number of advantages, including experienced professionals with access to top providers and a wealth of benefit choices tailored to meet your business' ever changing needs.

Estate planning

We can help you coordinate with your other advisors like attorneys, accountants, and tax professionals to do things like set up trusts, minimize taxes, and administrative costs that can protect the legacy you leave behind.

Daughter laughing on father's shoulders

Who We Work With Best

At Buffum Wealth Management, we combine years of experience with extensive financial knowledge to deliver high-quality financial services to a variety of clients. With that variety comes the understanding that each client has their own individual needs and expectations, so no financial plan is the same as another. We tailor the financial planning experience to who our clients are and their dreams and goals for their futures. To do this, we stay on top of current social and economic trends, as well as updates to laws and regulations, so that we can adapt our clients’ financial plans to align with their life circumstances.

Below are some of the main categories of clients that we work with to create a financially successful future.

 


Corporate Executives

Those who work at large, multinational corporations and receive comprehensive benefits including stock options and stock units, who want to make sure they are not overinvested in their company’s stock, want to diversify and be tax-efficient in their investment decisions.

 


Business Owners & Operators

Those who own, operate or have a vested interest in a privately held company and want to make sure their personal wealth planning and business growth planning are done in a coordinated fashion.

 


Financial Professionals

Those who work for banks, hedge funds, investment banks and private equity institutions who are constrained by time, have compliance restrictions on what kinds of investments they can hold and want to make sure they have a well-constructed portfolio, tax efficient investment vehicles and a coordinated, holistic financial plan.

 


Preparing for Retirement

Those who are approaching retirement and want to make sure they have sufficient funds, can live the lifestyle they desire, are aware of their options and are best setting themselves up to tax-efficiently distribute assets in retirement.

 


Young Families

Those who have young kids, are starting a family or are recently married and want to make sure their financial planning is done in a holistic, coordinated fashion to ensure the family’s future is properly provided for.