Integrated Wealth Management
Built for the Long Run
Connecting planning, tax strategy, and investment management through a clear, repeatable process—so you can make confident decisions over time.
Our approach
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Listen First
We begin by understanding you; your goals, priorities, constraints and your current situation before recommending investment or tax decisions.
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Integrated Planning
Our planning first approach pulls investment strategy, tax planning, insurance, and estate considerations together — not in isolation.
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Evolving with you
Life and markets change — we serve as a long-term partner, overseeing your financial plan, providing guidance, adjustments, and accountability along the way.
About Buffalo Run
Buffalo Run - Built for a new era of wealth management.
For too long, financial advice has been fragmented — investments over here, taxes over there, and planning treated as an afterthought. But we believe investments, taxes, retirement, and long-term planning don’t live in isolation, and neither should your advice.
At Buffalo Run, we believe your financial life should feel clear, coordinated, and intentional—not fragmented. That’s why we lead with planning and connect the moving parts of your finances, helping you make informed decisions as markets change, priorities shift, and life unfolds.
As independent fiduciaries, we act in your best interest — but our true value is partnership. As your long term financial partner, we help you stay focused, adapt when circumstances change, and build a plan designed for the life you deserve.