What departments does WNY Asset Management have?

WNY Asset Management has employees across 4 departments including Entrepreneurship, Analytics, Administrative, Customer Success.

What is the largest department at WNY Asset Management?

The largest department at WNY Asset Management is Entrepreneurship with 1 employees.

Where are WNY Asset Management employees located globally?

WNY Asset Management has employees across 1 continents and 1 countries including United States Of America.

How has WNY Asset Management's team size changed over time?

WNY Asset Management's team has decreased from approximately 24 to 23 employees based on available data.

WNY Asset Management Employee Directory

Financial ServicesNew York, United States11-50 Employees

WNY Asset Management is a financial services firm based in Williamsville, New York, offering financial planning and investment management to individuals. The firm emphasizes a holistic approach, drawing on decades of hands-on experience and collaborative relationships with CPAs, attorneys, and other trusted advisors. Its investment solutions are non-proprietary and customized, designed to support clients’ goals and tolerance for risk while aiming to grow and preserve wealth.

Established in 1994, the firm operates in the financial services industry by providing personalized plans rather than one-size-fits-all strategies. The team brings more than 75 years of combined experience to developing tailored investment strategies that reflect each client’s objectives. Services include securities and advisory offerings through affiliated entities, reflecting the firm’s structure within the Cadaret, Grant network.

WNY Asset Management Global Highlights

North America
44

United States Of America
44

WNY Asset Management's Leadership

P. L.
President Spectrum Wealth Management
Mobile Phone
Email
B. W.
Owner
Mobile Phone
Email
R. C.
Partner
Mobile Phone
Email
R. L.
Partner
Mobile Phone
Email
D. J.
Senior Wealth Manager
Mobile Phone
Email
D. I.
Manager, Wealth
Mobile Phone
Email
C. R.
Business Analyst
Mobile Phone
Email
J. T.
Client Service Associate
Mobile Phone
Email

WNY Asset Management Employee Metrics

100%

50%

0%

2026

2025

Banking
Finance
Accounting
Business
Retail
Other

Contact profiles from WNY Asset Management

Name

Title

Contact

Location

Last Update

M. B.
Client Service Associate
Mobile Phone
Email
Oct 22, 2024
V. W.
Mobile Phone
Email
Oct 23, 2024

Frequently Asked Questions

What is WNY Asset Management known for?

WNY Asset Management was founded in 1994 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-716-626-****

. Explore WNY Asset Management's company overview page for more information.

What is WNY Asset Management's most common email format?

WNY Asset Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more WNY Asset Management email formats with LeadIQ.

How many employees does WNY Asset Management have currently?

WNY Asset Management has approximately 23 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are WNY Asset Management's key employees and leadership?

As of July 2026, WNY Asset Management's key employees include:

President Spectrum Wealth Management: P. L.
Owner: B. W.
Partner: R. C.
Partner: R. L.
Senior Wealth Manager: D. J.

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WNY Asset Management Employee Directory

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