Western New York · Since 2012
Wealth, managed
with confidence.
Honest, personal guidance for individuals and families across Western New York who want a plan they can count on.
At a glance
2012
Founded
Orchard Park & Williamsville
Offices
Wealth, estate, preservation
Specialties
Upcoming events
Join us for a seminar.
Thursday
29
October
Led by Julianne Incardona, CDFA®, Estate Planning Manager
Protect What Matters Most:Estate Planning Essentials
A seminar on health care proxies, powers of attorney, wills, and revocable trusts.
- Health Care Proxies (HCP)
- Power of Attorney (POA)
- Wills
- Revocable Trusts
RSVP by Monday, October 26th — Each session is limited to 15 attendees.
Our mission
We unlock existing financial potential, transforming complexity into clarity and possibilities into progress.
Who we serve
Wealth built the long way deserves guidance to match.
Our clients are parents, neighbors, business owners, and community leaders across Western New York, including:
- Firefighters and Police Officers with a pension and a plan
- Farmers and business owners with land and a family question
- Early-career savers who want compounding on their side
- Professionals in the last decade of a long career
How we help
One team for the whole picture.
Most of what makes a plan work happens between the disciplines. We keep investments, estate, protection, and taxes in the same conversation.
Start with a conversation.
Tell us what you have built. We’ll tell you honestly where we can help and where you need someone else.
What to expect
No jargon. No pressure. A plan you can read.
We keep the process short and human, because the point is not the process. The point is you knowing where you stand.
- 01
A conversation first
We start with a call. No pitch, no paperwork. We want to understand what you have built and what is keeping you up at night before we say a word about strategy.
- 02
Your plan, written down
We turn complexity into a written plan you can read, question, and hand to your family. Investments, taxes, estate, and protection all in one place.
- 03
Stewardship over time
Plans age. We review yours regularly, adjust as life changes, and stay reachable by phone from an office you can drive to.
Our team
You will know who is answering the phone.
More than two dozen advisors and staff across Western and Upstate New York, most of whom you can reach directly.
Jason J. Weber
President & Founder
Ryan D. Seufert
Executive Vice President & Founder
Katie Seitz
Director of Operations & Client Experience
Jack McCauley
Director of Business Development & Client Engagement
Anne-Marie Gaul
Senior Client Relationship Manager
Julianne Incardona, CDFA®
Financial Planning & Estate Services Manager
Mark Kirchmyer
Senior Financial Advisor
Mike Becht
Wealth Advisor
Nate Severson
Investment Advisor Representative
Ryan Ficorilli
Financial Advisor
Marty Lougen
Financial Consultant
Andrew Swartwout
Compliance Delegate & Associate Advisor
Mary Beth Giallanza
Data & Compliance Coordinator
Emily Leeson
Client Relationship Coordinator
Emily Clancy
Marketing & Client Engagement Coordinator
Janine Ferrara
Client Experience & Community Engagement Coordinator
Andrew Brokx
Associate
Plus operations, compliance, and client experience staff, and a network of associated independent advisors.
For independent advisors
There’s room in the grove.
We built the operational backbone we wished existed when we started. Independent advisors partner with Silver Grove Financial Group for compliance support, planning resources, and an operations team that lets them get back to client work.
Compliance support
A dedicated delegate and process so oversight stops eating your calendar.
Operations and service
Client onboarding, paperwork, and account servicing handled by people who do it every day.
Planning resources
Access to financial planning and estate services expertise for your client conversations.
Community
A network of advisors across Western and Upstate New York who share what works.
Questions
Here’s what people ask us.
Anything not covered here, just ask. We would rather answer it now than have you wonder.
Silver Grove Giving
A grove is a community, not a tree.
Silver Grove Giving is our monthly program supporting causes that matter to our advisors, our staff, and our clients right here in Western New York.
Let's begin
Plan what's next with confidence.
A first conversation costs nothing and commits you to nothing. Tell us where you are, and we'll tell you honestly whether we can help.
