WILCO Wealth Management

02/02/2026

Fellow Business Owners in NYS! Did you know about the new mandate for retirement plans? Call with questions or if we can be of service: 716-260-2717

NYS has announced a new rule for business, who are not currently offering employees a Retirement plan. If you are seeking an exemption, use the link below to...

01/09/2026

New Year? Don't keep Old Plans! Here's a few common topics that should be reviewed and documented. Call me anytime to discuss your individual needs or concerns. 716-260-2717
https://youtu.be/eAyuTKEvwuY?si=SlMU42-BRpXsrXlX

01/07/2026

Did you know? Erie County NY has a "Thank A Vet Program! We are proud to be listed and support this program. I encourage all businesses to show your support for our Military & Veteran Community. Please share this with your network:

Category Financial / Marketing / Consulting Services City/Town Williamsville ZIP 14221 Discount WILCO Wealth Management LLC: Courtesy discounted fees Veteran Families and Business Owners. NYS Residents or Businesses. We offer custom retirement plans, investment advisory, flat fee services as well as...

10/11/2023

Eligible for a Roth? Call us to review. 716-260-2717.

Find out how a Roth IRA can help you build a source of tax-free retirement income.

09/22/2023

How does the Fed Fund rate affect our economy?
More importantly, how does it affect your financial plans?
Call to discuss. 716-260-2717.

Find out how high the federal funds rate has climbed since last year, and what the Fed is keeping an eye on now.

09/18/2023

Are you a HENRY? Find out and call to discuss further.

716-260-2717

Are you a HENRY? Consider these three strategies to help build your wealth.

08/28/2023

When putting puzzles together, first gather all the pieces. Give us a call anytime if we can help. 716-260-2717

What key pieces will make up your retirement income puzzle?

08/24/2023

We don't use private messages for business whatsoever. Be aware of scammers online and phony Facebook accounts. People can call us directly at the office anytime. 716-260-2717

07/28/2023

Updated our old "Go Fish" ad, even have a qrcode- haha. What do you think? Billboard worth? Suggest where to print and showcase. Call anytime!

Robert F. Banas, CPFA
Sr. LPL Financial Advisor
Portfolio Manager


Securities and Advisory services offered through LPL Financial

07/27/2023

What is WILCO? We hear that often....well, it's our mission: https://www.wilcowealthmanagement.com/Our-Mission-Statement.1.htm

Call us if you are ready for the services, that you always deserved.

WILCO Wealth Management is intentionally a small investment advisory firm with a passion to help others. We proudly offer individual service, customized portfolios and legacy planning and are committed to keeping our fees flexible, so your costs are typically lower than larger Wall Street institutio...

07/24/2023

Career change? Give us a call to complimentary review and discuss all of your options. 716-260-2717

When leaving your employer you’ll need to decide what to do with the money in your retirement savings plan.