Kautz/Buckley Independent Wealth Management

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United States
Buffalo, NY
Kautz/Buckley Independent Wealth Management

We believe in planning first. Take action and make a plan so that you can gain control of the present

Through accumulating, protecting and distributing wealth in the most tax-effective manner, Kautz/Buckley Independent Wealth Management provides guidance in establishing a comprehensive financial plan. Our firm works to identify and prioritize our client’s objectives, ensuring they feel a sense of comfort and relief regarding their financial state. Communication and commitment to our clients, along

with excellent service act as the basis for the success of our firm. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through The AmeriFlex Group®, a Registered Investment Adviser. Cambridge is separately owned and other entities and/or marketing names, products or services referenced here are independent of Cambridge. Content provided via links to third-party sites should not be considered an endorsement of third-party content. We make no representation as to the completeness or accuracy of information provided on these websites. Please see our website for additional information and disclosures.

09/07/2026

Happy Labor Day, WNY! Take some time today to enjoy!

09/03/2026

What exactly is a Supplemental Needs Trust and why might you need one? Dan is breaking down the Supplemental Needs Trust basics for you! For more information and to watch the full video, head over to https://kautzbuckleyfinancial.com/special-needs-trusts/.

09/01/2026

There are so many financial terms out there, and other advisors just expect you to understand them. We know that everyone has different levels of knowledge when it comes to financial awareness, and it’s our job to make sure that you’re confident in your portfolio. If you ever have any questions, we’re here for you.

08/27/2026

We visited the AssetMark Platinum Summit with CEO Michael Kim in Nashville to connect with advisors across the country and keep up to date with the future of financial planning!

08/26/2026

Can a bond value drop? Short answer: kind of. Dan breaks it down real quick for you. Watch the full webinar on our website!

Don’t want to miss a webinar? Subscribe to our email list, contact us today!

08/24/2026

Check out our SpeedometersⓇ for the month! As always, if you'd like a more in-depth breakdown or additional information about what these terms mean, tune in every month for our Monthly Webinar! Make sure you’re subscribed to get our emails! You can also check out our webinar here: https://kautzbuckleyfinancial.com/webinars/

08/20/2026

Back in December, Dan and Jeff talked about Trump Accounts. For the full section of the webinar, watch here: https://www.youtube.com/watch?v=3_Ka0vujJ30

We will have more information for you soon about these accounts.

08/18/2026

What happens when you invest in the stock market? Jeff quickly breaks down what happens when you invest.

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08/14/2026

With the right planning and plan, you can have the retirement you want and can enjoy. Interested in getting the newsletter sooner? Join our newsletter list; contact us today!

08/12/2026

How do we stack up compared to the rest of the world? Jeff has some very interesting numbers for us to look at!

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Address

1967 Wehrle Drive, Suite 7
Buffalo, NY
14221

Telephone

+17162768480

Website

http://www.kautzbuckleyfinancial.com/

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