WELCOME.
Financial planning is not just about money.
It’s about you.
Planning is everything, especially when it comes to your long-term financial objectives.

Money is just fuel for living the life you want, and living richly means something different for each person.

                               provides a comprehensive range of financial services to help you achieve the lifestyle you desire and the goals that matter most to you. This customizable approach provides you with a highly personalized plan that will see you through to leaving the legacy you imagine with the wealth you earn, grow, and invest.

 

Let's start planning your financial future today! Learn more about our services below.

Wealth to Women

®

Financial Services

Wealth Management

Special Programs

Investments

Retirement Income Planning

Distribution Analysis

Estate & Legacy Planning

Asset Management

Comprehensive Financial Planning

Investment Advisory Services

College Planning

Social Security Planning

Police & Fire Fighter Retirement Planning​

Charitable Planning

Veterans Benefits Assistance

Mutual Funds / ETFs

Stocks

Bonds

Annuities

IRAs (Roth & Simple)

College Savings Plans

Business Services

Insurance

Retirement Plan Consulting

Buy-Sell Agreements

Continuity Planning

Family Generation Transitioning

Life Insurance

Long-term Care / Disability Insurance​

Not sure where to begin?

Find out how we can empower and support you.

Get in touch with us Today!

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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.