Let's Connect

If you're ready to take control of your finances, the next step is to book your first complimentary meet and greet with Jay. We know this can be a scary process, which is why this first appointment will feel more like meeting new friends, rather than an interview with a new financial advisor. This initial meeting is a chance for us to meet and get to know each other; we want to fully understand what is important to you, where you are today, and where you want to go.

Whatever your situation, we invite you to reach out, you have nothing to lose but your doubts.

We're located within The Financial Guys
305 Spindrift Dr.
Williamsville, NY 14201
716-633-1515
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Wealth to Women

305 Spindrift Dr.

Williamsville, NY 14221

716-906-8121

© 2019 

Wealth to Women

®

Investment products and services available only to residents of CA, CO, FL, IL, NC, NJ, NY, OH, PA, RI, SC and VA. Advisory Services offered through Independent Solutions Wealth Management, LLC, a Registered Investment Adviser. Securities are offered through Peak Brokerage Services, LLC, Member FINRA/SIPC. Independent Solutions Wealth Management, LLC, and Wealth to Women are separate and independent entities from Peak Brokerage Services, LLC.