BS&P Wealth Management

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

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

With taxes top of mind, now is a good time to consider how they can influence the amount you accumulate and the income y...
03/23/2026

With taxes top of mind, now is a good time to consider how they can influence the amount you accumulate and the income you generate in retirement. By working with me and your tax advisor to implement an asset location strategy, you can diversify sources of income that help manage tax liability and the timing of tax payments. Let’s review together — comment below or reach out directly.

Getting unexpected money can feel great, but it might also bump up your tax bill. Let’s explore smart ways to use it — w...
03/09/2026

Getting unexpected money can feel great, but it might also bump up your tax bill. Let’s explore smart ways to use it — whether by adjusting your income, investing, or making the most of an unexpected windfall. I’m here to help you make confident, goal-aligned decisions.

We're proud to share that BS&P's own wealth management advisor Bob Romeo, CFP, CEPA participated in Financial Services I...
03/05/2026

We're proud to share that BS&P's own wealth management advisor Bob Romeo, CFP, CEPA participated in Financial Services Institute's Albany Advocacy Day, advocating for key issues including the personal finance education requirement for high school seniors and "report & hold" legislation to protect seniors from exploitation, and opposing the proposed tax on securities transfers. Bob's depth of knowledge, thoughtful perspective and ability to communicate complex issues clearly make him an outstanding representative for our profession. We can't think of a better person to help advance a positive and productive agenda and look forward to seeing the impact of these important conversations. Way to go, Bob!

Thrilled to have been part of our first gala with Vision Financial Group last weekend at Shea's Performing Arts Center! ...
03/03/2026

Thrilled to have been part of our first gala with Vision Financial Group last weekend at Shea's Performing Arts Center! It was a special evening celebrating partnership and the people who make it all possible. We enjoyed connecting with new faces, sharing in the energy of the night, and leaving inspired by what can be accomplished together.

Grateful to be included and looking forward to what's ahead.

In today’s world, managing multiple investments, estate plans, or other financial situations can start to feel more comp...
02/16/2026

In today’s world, managing multiple investments, estate plans, or other financial situations can start to feel more complex. What would help you to ensure everything is aligned with your long-term goals? Let’s touch base to review your strategy and make any necessary adjustments to help keep your financial plans on track.

Address

726 Exchange Street, Suite 822
Buffalo, NY
14210

Telephone

+17168545034

Website

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