PROTECT YOUR ASSETS.

INVEST FOR THE FUTURE.

PROTECT YOUR ASSETS. INVEST FOR THE FUTURE.

A TEAM APPROACH.

At 1865 Wealth Advisors, our investment and trust professionals are eager to work with you to customize an asset management strategy that matches your goals and objectives. This highly-focused team-based approach leverages the expert guidance of 1865’s Wealth & Asset Management division. Our heritage of stability, consistency and superior performance has earned us a reputation for providing reliable, unbiased advice for generations of families. As we help you and your family reach your financial goals, our philosophy is simple – we treat your money as if it were our own.

WE TREAT YOUR MONEY AS IF IT WERE OUR OWN.

Our advisors create relationships to develop a holistic strategy tailored to meet your financial goals. While some advisors focus on investment products, we’re more focused on you and your situation. We will develop a plan to help you work toward your goals and adapt your plan as circumstances change. Many of our advisors are CERTIFIED FINANCIAL PLANNERS® (CFP) who continue to expand their knowledge through extensive education in:

  • PERSONAL INVESTMENT SERVICES
  • TRUST SERVICES
  • ESTATE SETTLEMENT SERVICES
  • BUSINESS INVESTMENT SERVICES
  • PERSONAL SERVICES

OUR VALUES.

Our investment and trust professionals are eager to work with you to customize an asset management strategy that matches your goals and objectives. Our highly-focused team approach leverages the expert guidance of the 1865 Wealth Advisors.

Our heritage of stability, consistency and superior performance has earned 1865 Wealth Advisors a reputation for providing reliable, unbiased advice for generations of families. As we help you and your family reach your financial goals, our philosophy is simple – we treat your money as if it were our own.

Costs

We are sensitive to costs and believe in full disclosure. We feel our greatest strength is having the independence to choose the very best investment providers in the industry. By using non-proprietary mutual funds we are able to use investments being selected by some of the best asset managers in the world.

We believe panic, overconfidence, and taking unnecessary risks ruin long-term investment success. The prudent way to invest? Set up a long-term plan, decide on an appropriate mix of stocks, bonds, and cash investments matched to your time frame, objectives and tolerance for risk.

We invest our client’s money as if it were our own. As a chartered bank and approved fiduciary, 1865 is required by law to put our clients’ interests ahead of our own. We do this by having a disciplined investment process in place that focuses on stability, consistency and superior performance over the long-term.

We are sensitive to costs and believe in full disclosure. We feel our greatest strength is having the independence to choose the very best investment providers in the industry. By using non-proprietary mutual funds we are able to use investments being selected by some of the best asset managers in the world.

We believe panic, overconfidence, and taking unnecessary risks ruin long-term investment success. The prudent way to invest? Set up a long-term plan, decide on an appropriate mix of stocks, bonds, and cash investments matched to your time frame, objectives and tolerance for risk.

We invest our client’s money as if it were our own. As a chartered bank and approved fiduciary, 1865 is required by law to put our clients’ interests ahead of our own. We do this by having a disciplined investment process in place that focuses on stability, consistency and superior performance over the long-term.

OUR SERVICES COMPLIMENT AND ENHANCE

OUR SERVICES COMPLIMENT AND ENHANCE YOUR ONGOING STRATEGY.

YOUR ONGOING STRATEGY.

TRUST & ESTATE SERVICES

Your personal financial objectives may require additional services beyond a targeted investment strategy. In certain cases, trust arrangements can be made to help with such goals as:

  • Support for an elderly relative

  • Charitable gifting

  • Management of assets for incapacitated individuals

  • Create future security for disabled loved ones

  • Long-term asset management provisions for your family after your death

  • Asset transfers under terms you specify

WEALTH & ASSET MANAGEMENT

Our investment management process starts with getting to know you. Once we understand your financial requirements and goals for the future, we’ll recommend an investment program to help you work toward your objectives. We’ll also help you understand the basics of investing and the importance of having realistic goals and expectations.

  • Define your goals

  • Discuss options

  • Present Solutions

  • Implement your portfolio

  • Track and monitor

BUSINESS INVESTMENT SERVICES

As a business owner, you’re continually looking for opportunities to grow your business. You work hard to make your business succeed, even as you face critical day-to-day decisions and responsibilities. We can help.

  • Employee retirement plans
  • Corporate executive compensation plans
  • Business succession planning

Together we can map out the next steps so you can optimize your resources, achieve your business and individual financial goals, and spend less time managing your finances – all so you can spend more time on your business.

PERSONAL SERVICES

There are times when a parent, child or loved one suddenly find themselves alone or no longer able to handle or manage their personal finances. Our 1865 Wealth Advisors team understands the trust that is required to turn something so important over to a third party and we’re experienced in handling this sensitive situation with care.

  • Naming a Power of Attorney is a big decision and speaking with a professional third party will help ensure you’re aware of your options, while also allowing you the peace of mind that you’ve made the right decision. You can even name 1865 Wealth Advisors as your Power of Attorney, if you so choose.

  • Sometimes bill paying and account reconciliation become too much. Again, for these and other personal financial services, we’re here to help.

TRUST & ESTATE SERVICES

Your personal financial objectives may require additional services beyond a targeted investment strategy. In certain cases, trust arrangements can be made to help with such goals as:

  • Support for an elderly relative

  • Charitable gifting

  • Management of assets for incapacitated individuals

  • Create future security for disabled loved ones

  • Long-term asset management provisions for your family after your death

  • Asset transfers under terms you specify

WEALTH & ASSET MANAGEMENT

Our investment management process starts with getting to know you. Once we understand your financial requirements and goals for the future, we’ll recommend an investment program to help you work toward your objectives. We’ll also help you understand the basics of investing and the importance of having realistic goals and expectations.

  • Define your goals

  • Discuss options

  • Present Solutions

  • Implement your portfolio

  • Track and monitor

BUSINESS INVESTMENT SERVICES

As a business owner, you’re continually looking for opportunities to grow your business. You work hard to make your business succeed, even as you face critical day-to-day decisions and responsibilities. We can help.

  • Employee retirement plans
  • Corporate executive compensation plans
  • Business succession planning

Together we can map out the next steps so you can optimize your resources, achieve your business and individual financial goals, and spend less time managing your finances – all so you can spend more time on your business.

PERSONAL SERVICES

There are times when a parent, child or loved one suddenly find themselves alone or no longer able to handle or manage their personal finances. Our 1865 Wealth Advisors team understands the trust that is required to turn something so important over to a third party and we’re experienced in handling this sensitive situation with care.

  • Naming a Power of Attorney is a big decision and speaking with a professional third party will help ensure you’re aware of your options, while also allowing you the peace of mind that you’ve made the right decision. You can even name 1865 Wealth Advisors as your Power of Attorney, if you so choose.

  • Sometimes bill paying and account reconciliation become too much. Again, for these and other personal financial services, we’re here to help.

YOUR LOCAL FINANCIAL PARTNERS.

Western New York

1865 Wealth Advisors at BankOnBuffalo

Central Pennsylvania

1865 Wealth Advisors at CNB Bank

Great Lakes Region

1865 Wealth Advisors at ERIEBANK

Central Ohio

1865 Wealth Advisors at FCBank

GET IN TOUCH TODAY!

It’s easy to arrange a confidential financial review. You may contact us directly by phone, via this contact form, or by setting up an appointment at the 1865 office nearest you.