Financial Planning Services | Hightower Buffalo

How We Work with You

Our dedicated Hightower Buffalo team employs long-term financial planning and investment strategy to craft a financial plan that works for you and your family’s short- and long-term goals. As financial advisors, we emphasize a fiduciary, client-first approach that prioritizes honesty, transparency, and tailored guidance. Wherever you are in your financial journey, we’re here to help you take the next step.

Individuals and Families

Our services are tailored to the distinct circumstances and needs of high-net-worth individuals, families, professional athletes, entertainers, corporations and business owners.

We focus on creating tax-efficient portfolios and investment strategies that align with your estate and charitable giving goals. Additionally, we work with your CPA and offer referrals to qualified tax specialists upon request.

Asset Management

We develop, implement and manage asset allocation strategies that are designed to help position you for the future you envision, including your lifestyle, retirement, philanthropic and education funding aspirations.

Estate Planning

We work with you and your family to create tax-efficient strategies designed to help preserve your estate. We also collaborate with your other trusted advisors to review wills and trusts, as well as help you designate beneficiaries.

Income Planning

We work with you to develop an asset allocation strategy that supports income generation and helps you maintain your lifestyle in retirement.

Investment Strategy

We work with you to identify areas of investment opportunity, understand your risk tolerance and structure portfolios designed to help you achieve your goals.

Multi-Family Offices Services

We cater to prosperous families’ distinctive needs with services marked by a white-glove experience and an emphasis on investor education and confidentiality.

Retirement Services

We design retirement strategies that help you optimize your employer-sponsored retirement plan or IRAs and focus on your income needs.

Risk Management

Our team reviews your individual situation with you to discern, assess and help mitigate risk.

Tax Management

Professional Athletes and Entertainers

At Hightower Buffalo, we understand that athletes and entertainers have uncommon career trajectories, and often face distinct wealth management issues and considerations. In addition to our private wealth management services, we offer an enhanced offering designed to cater to your financial planning and lifestyle needs. Our team of qualified professionals includes an advisor, Thomas Volpini, who has been registered with the National Football League Players Association (NFLPA) since 2003.

Financial Education

Including spending and investment best practices.

Budgeting

Including forecasted scenarios designed to help you plan for short- and long-term success.

Investment Planning

Including strategies for both retirement and earlier phases of your career, post-career business interests, investment policies, asset allocation strategies, manager selection and performance monitoring.

Estate Strategy

Including income planning and assessment of insurance needs.

Concierge Services

Including administrative bill pay services, family office services, security and other lifestyle needs.

Cash Management

We assist you with wire transfers, issuing checks, setting up direct debits and supporting liquidity needs.

Liquidity Event Prep

We help you assess viable event options, such as private sales and buy-sell agreements, as well as develop succession planning strategies.

Plan Sponsorship

We provide fiduciary recommendations and support for pension, 401(k), SIMPLE and SEP-IRA plans.

Solutions for Executives

We support the wealth management needs of C-level executives, including key-man life insurance, ESOP planning and employee and executive benefits plans.

Our Services