Pursuing the Power of Compound Growth
Why Choose Cosgriff Wealth Management
At Cosgriff Wealth Management, we specialize in crafting tax-efficient financial solutions for professionals, business owners, and retirees. Our goal is to help you achieve your lifestyle, charitable, and legacy aspirations. Clients work with an advisor who combines expertise in both tax and wealth management, holding the Certified Financial Planner™ (CFP) and Certified Public Accountant (CPA) credentials. In addition to comprehensive wealth management and investment strategies, we offer tax preparation services for a seamless, one-stop financial experience.
Services
Investment Management
We create and manage diversified investment portfolios designed to meet your financial goals while optimizing for tax efficiency.
Holistic Financial Planning
Our comprehensive approach covers all aspects of your financial life, from retirement and estate planning to cash flow and risk management.
Tax-Efficient Retirement Planning
We develop strategies that reduce your tax burden, allowing you to preserve more of your wealth throughout retirement.
Tax Preparation
Our in-house tax services ensure your financial plan is aligned with your tax obligations, offering convenience and accuracy under one roof.
Our Process
- Initial Discovery We’ll start by meeting with you to understand your unique financial situation and needs.
- Goal Alignment Together, we’ll review your goals and concerns, pinpointing areas where we can provide support.
- Tailored Strategies We’ll explore customized strategies and solutions designed to align with your financial objectives.
- Implementation Once you’re ready, we’ll put your personalized plan into action with the recommended solutions.
- Ongoing Support Throughout the year, we’ll regularly review your progress and adjust your plan as needed, ensuring you stay on track.
About Cosgriff Wealth Management
Cosgriff Wealth Management was founded by Jim Cosgriff to better serve clients through tax-efficient investment and retirement strategies. With nearly 20 years of tax expertise, Jim focuses on minimizing tax burdens to maximize retirement assets. Our office is located in Buffalo, across from Canisius High School, providing a central hub for clients throughout Western New York.
Our Partner
As a client of Cosgriff Wealth Management you benefit from our partnership with Independent Financial Partners (IFP). IFP provides us with a wide range of services, including in-house compliance, marketing, technology, and business operations solutions. This allows us to offer you personalized options for serving your individual needs and gives us access to IFP's nationwide network of financial, legal, and insurance experts.
Independent Financial Partners is a broker-dealer and registered investment advisor. Their independent platform empowers firms like ours to deliver better client experiences through freedom of choice and constantly evolving tools. At Cosgriff Wealth Management we strive to provide you with the best possible financial planning solutions, supported by IFP's expertise and resources.
Client Logins
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We’d love to learn more about your financial goals and how we can help you achieve them.
Complete the form below, and we’ll get in touch to schedule a consultation.