Welcome to Linwood Investment Advisors, Inc.
Your choice for Wealth Management
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Linwood Investment Advisors is a trusted wealth management advisory firm located in Buffalo, NY. We function as a fiduciary in helping clients reach their financial goals. We primarily service private individuals and corporate retirement plans. Our team of professionals is committed to helping all of our clients through all stages of their financial lives.
We create strategies that are tailored to your needs and goals.
Years of experience have prepared us to guide you through life's transitions.
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
Want to learn more about retirement, Social Security, or estate strategies?
From investors who want to protect their assets to those who need to grow their assets we can develop a portfolio to match the risk and return needed to meet the goal. As independent, fee-only advisors we are unconstrained as to the solutions we can use to build a portfolio that will provide the appropriate investment solution to meet your long-term goals. We evaluate the risk tolerance and long-term goals of every client and develop solutions to manage the risk inherent in the investment process. We understand the trust placed in us and we always protect the interests of our clients first. We are fiduciaries and we work diligently to bring unique solutions to client portfolios.
We'll work with you to explore the choices you may have already heard about and determine which ones fit your individual strategy.