BS&P Wealth Management

BS&P Wealth Management Wealth Management Consulting
For full disclosures please visit: https://www.bspwm.com/disclosures/

With the right mix of investment guidance, protection strategies, and thoughtful planning for the future, you can keep g...
06/15/2026

With the right mix of investment guidance, protection strategies, and thoughtful planning for the future, you can keep growing what you’ve built while planning for the people and causes that matter most to you. If you ever want to talk through what this could look like for you and your family, just reach out. I’m here to help.

Whether you’re renovating a home, considering a business opportunity, or just need extra flexibility with cash flow, the...
05/18/2026

Whether you’re renovating a home, considering a business opportunity, or just need extra flexibility with cash flow, there are ways to access funds without selling your investments. Several approaches are available, and understanding liquidity options can help keep long‑term goals in view. Let’s connect.

The need for disability income (DI) insurance is often misunderstood. Many think it’s a safety net only for those withou...
05/04/2026

The need for disability income (DI) insurance is often misunderstood. Many think it’s a safety net only for those without savings. But in reality, DI can play an important role in helping high earners protect their income and assets. Let’s start a conversation about strengthening your financial flexibility for the years ahead.

With recent OBBBA changes, small decisions can add up. Let’s review your financial strategy: align cash flows, review an...
04/20/2026

With recent OBBBA changes, small decisions can add up. Let’s review your financial strategy: align cash flows, review any charitable and estate moves, and coordinate with your tax advisor so there are fewer surprises next spring.

A home can be a meaningful inheritance — but rising taxes, maintenance costs, and debt mean it may not be as simple or a...
04/06/2026

A home can be a meaningful inheritance — but rising taxes, maintenance costs, and
debt mean it may not be as simple or as affordable as expected. The Great Wealth
Transfer needs thoughtful planning. Curious to explore what inheritance readiness
looks like? Let’s talk.

We're hosting a COMPLIMENTARY webinar on Tuesday, April 21st from 11:00-11:45 AM designed to help you protect one of you...
04/02/2026

We're hosting a COMPLIMENTARY webinar on Tuesday, April 21st from 11:00-11:45 AM designed to help you protect one of your most important lifelong assets: your brain.

Concerns about cognitive decline are among the most common, and most personal, fears people face as they plan for the future. The encouraging news? Research increasingly shows that our brain health is influenced far more by our daily habits than by our genes alone.

At BS&P Wealth Management, we help clients plan for long, fulfilling lives. Cognitive health plays a critical role in maintaining independence, making sound financial decisions, and fully enjoying the life you’ve worked hard to build. That’s why we’re proud to host this important conversation led by Bob Romeo, CFP, CEPA, our Wealth Management Advisor, and Tom Barrett, Managing Director of Applied Insights at Hartford Funds, based on the research of Dr. Marc Milstein and his book The Age-Proof Brain.

In this session, you’ll learn:
· Why your brain may not be the same “age” as you
· How cognitive health can impact your lifestyle & finances
· Practical, research-based tips to age-proof your brain

Register here:
https://us06web.zoom.us/webinar/register/WN_9SbRhfTnTsWt1bxAFivJcA

BS&P Wealth Management is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies. Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. OSJ: 300 Corporate Parkway, Suite 216N, Amherst, NY 14226. Phone: (716) 852-1321.
Robert Romeo is licensed/registered to conduct business in AZ, FL, MI, NY, VA, CA, CO, GA, IL, ME, NC, OH, SC. Individuals outside of those jurisdictions should not attend.
Neither MML Investors Services, LLC, MassMutual, nor any of its subsidiaries, employees or representatives are authorized to give legal or tax advice. Estate Planning services are provided working in conjunction with your Estate Planning Attorney, Tax Attorney and/or CPA. Consult your own personal attorney legal or tax counsel for advice on specific legal and tax matters. By joining the event, you are consenting to being recorded.
CRN202904-10726169

Address

726 Exchange Street, Suite 822
Buffalo, NY
14210

Telephone

+17168545034

Website

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