Our Story

It all begins here

Alliance Wealth Management of WNY is here to provide you with the support and information you need in order to make smart personal or business decisions, and reach the pinnacle of success. We have the right people to provide the direction you need.


​​Know what to give your attention to. Make better decisions. Enjoy the success. 

Extraordinary Insights - The depth of expertise among our advisors is one of our competitive advantages.

You are a business owner…

Have you aligned your business plan with your life vision? Does your business serve you and your family, or is it the other way around? Will you be able to successfully transition your business, someday? Will you hang on long enough to even get the chance? Are you making choices to make your current and future financial life easier?

You’re also a person…

​Are there pursuits you haven’t caught up with yet? Are those that rely on you ready if something happened? Will your greatest legacy be how much money you amassed? Does the future freak you out, or do you feel secure no matter what? What will those closest to you say when they remember you, someday?


Join hundreds of other satisfied clients to gain the confidence and business-growth tools you need for success. The ability to reach your goals depends on the choices you make today.

One of the keys to our success is our unique method of program implementation which focuses on client and employee communication. Our team of Advisors make themselves accessible to the employees during group meetings, one-on-one sessions with each employee, and anytime a question presents itself after the open enrollment period has ended. We can use Virtual Methods of Contact also, wheather a Zoom or Skype Meeting. We have found that this level of contact with the employee’s results in greater understanding and appreciation of the benefits offered. Furthermore, our enrollment methods we offer are the most cutting-edge and technologically innovative in the industry.




At Alliance Wealth Management of WNY, we have assembled a team that has the skills necessary to craft plans that meet each client’s unique goals and the wisdom to maintain and alter them as necessary.

 

Offering Comprehensive Solutions For Every Situation

Superior Assistance

From personal to professional growth, Alliance Wealth Management of WNY wants to help you overcome your struggles in order to create the success personally or in business you’ve always dreamt of. 


We set out to create a team which builds relationships and advances families lifestyles through generations. Rather than focusing on satisfying needs with appropriate products, we started working on fixing problems in peoples’ finances, building plans that have specific life goals, and making managing assets and resources to those specific goals an experience. The financial well-being of the families we serve is at the center of everything we do. 


We are passionate and are committed to providing you with highest-quality services. From your legacy planning, business essential services, as well as estate planning. We possess the expertise and professionalism as well as the technical knowledge and licenses to conduct business with the public. 

Our Services

All services
All services
We Can Help You With:
Employment Opportunities

We Can Help You With:

Employment Opportunities

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