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206 Main Street
East Aurora, New York 14052 United States

716 903-4049


At Custom Wealth Strategies, we provide the insight and direction to help you build a comprehensive retirement plan that is focused on fulfilling your individual needs and financial goals. We offer access to a full range of financial and retirement services, standing as a valuable resource especially for those individuals who understand the importance of actively planning for their nonworking years.

Preparing for your future is a process that needs to be carefully considered, particularly with longer life spans, increasing health care costs, changing tax regulations, and rising cost of education. All of this can challenge and complicate your financial plans. An established, well-respected financial manager can help you set up the proper retirement structure that:

  • Takes the guesswork out of investing
  • Allows you to pursue your unique goals
  • Provides you with a logical, disciplined investment process
  • Enables you to enjoy the things that matter most

Our purpose is to guide you through the financial process and provide you with customized strategies to pursue these particular objectives.

Stand prepared and confident in planning toward a secure financial future by allowing us to help you today.

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Custom Wealth Strategies

4990 Transit Road
Depew, NY 14043 



Our Mission

We help people gain clarity by creating alignment with their values and financial goals so that we can effectively create, implement and manage a long-term financial plan to accomplish their vision of the future.

Planning Horizon graphic

Our Services

• Fee Based Financial planning

• Business Planning

• Insurance Planning

• Investment planning

• Retirement planning

• Estate planning

• Legacy planning

• Planning for tax implications

• Intergenerational planning

• Investment management services

• Trust services

• Private client services


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100 Corporate Pkwy Suite 426
Amherst, NY 14226