Kautz/Buckley Independent Wealth Management

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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.

10/29/2026

The good news is that companies are not letting employees go, but they’re retraining them to meet the new AI needs.
For a more in-depth look, watch the full webinar on YouTube!
Don’t want to miss a webinar? Subscribe to our email list; contact us today!

There are so many types of fraud and scams out there, and they maliciously target individuals of a certain age. Accordin...
10/27/2026

There are so many types of fraud and scams out there, and they maliciously target individuals of a certain age. According to NCOA, these are the most common financial scams targeting older adults. If you think you or someone you know has been scammed, contact Adult Protective Services (1-800-677-1116) or report the scam online to the FTC. Read the NCOA article here:
https://www.ncoa.org/article/top-5-financial-scams-targeting-older-adults/

10/23/2026

Keeping your portfolio diverse is important, and something we personalize to every client!
For a more in-depth look, watch the full webinar on YouTube!
Want to be the first to watch our webinar? Subscribe to our email list; contact us today!

Check out our SpeedometersⓇ  for the month! As always, if you'd like a more in-depth breakdown or additional information...
10/21/2026

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/

The Medicare Enrollment period is open. It’s always a good idea to review your coverage. If you would like to be signed ...
10/13/2026

The Medicare Enrollment period is open. It’s always a good idea to review your coverage.

If you would like to be signed up to receive our newsletter directly to your email inbox, contact us today!

10/07/2026

Dan shares his outlook on how he thinks things are going right now, and we have to say- in Dan we trust!
Don’t want to miss a webinar? Subscribe to our email list; contact us today!

In our August newsletter, Jeff provided some great tips on how to quickly audit your discretionary spending. Check out o...
10/05/2026

In our August newsletter, Jeff provided some great tips on how to quickly audit your discretionary spending. Check out our August newsletter for more information!

If you would like to be signed up to receive our newsletter directly to your email inbox, contact us today!

Address

1967 Wehrle Drive, Suite 7
Buffalo, NY
14221

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