Trusted financial guidance since 1967.

Courier Capital Team

 

Courier Capital has been a trusted source of premier independent financial advice and investment counsel for over five decades. As one of the largest registered investment advisory and wealth management firms in Western New York, our credentialed financial planning and investment professionals provide customized planning for individuals and families, businesses, retirement plans, institutions and non-profits. Our independent guidance is rooted in comprehensive research, deep experience and a commitment to fiduciary excellence.

Our Services

 

Retirement Services

Whether serving startups or existing plans, we offer the expertise, resources, and technology to customize programs to meet a plan sponsor’s specific needs. Our services for 401(k), 403(b) and Deferred Compensation plans include independent investment selection and monitoring, service provider due diligence and fee negotiation, and participant education and support.
 

Wealth Management & Planning

Our financial planning process is designed to provide tailored strategies to optimize wealth preservation, growth, and legacy planning for our clients. We design a comprehensive roadmap that integrates tax-efficient investment strategies, risk management techniques, and estate planning solutions that are aligned to your unique financial goals.
 

Investment Advisory

Active and passive investment strategies tailored to client needs, as well as risk-controlled investment management with comprehensive, transparent portfolio reporting. Faced with mounting choice and swifter, more volatile markets, the need to define and implement a suitable, customized investment strategy has become a necessity.

News & Insights

Man doing research on computer

Why It Still Makes Sense to Diversify Beyond U.S. Markets

By James Iglewski, President of Courier Capital on
It’s understandable for many investors to ask: “If U.S. stocks have outperformed for years, why bother with international equities?” This is a valid question—but focusing only on past returns misses the larger picture of risk, valuation, and resilience. As a fiduciary, we must evaluate not just what has done the best recently, but what portfolio structure offers the most sustainable long-term return per unit of risk.
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Grandfather and grandson

Retirement Planning by Decade: An Advisory Guide

By Rebecca Westervelt, Sr. Managing Director and Head of Retirement Services on
In June 2025 Charles Schwab published a piece called “Retirement Planning by the Decade: A Savings Guide” which looks at retirement from the perspective of different age groups by decade. Using this report and other resources, Courier Capital has developed an Advisory Guide that will address the issues that should be taken into consideration whether someone is just starting out or is nearing, or even in, retirement.
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Small Business Owner on Phone

Building Your Post-Sale Investment & Legacy Plan For Middle-Market Business Owners

By James Iglewski, President of Courier Capital on
As a registered investment advisor, we work closely with business owners who face a defining moment: the sale of a company that generates significant investable assets. Our goal is to help translate that liquidity event into lasting wealth—addressing short-term and long-term investment needs, optimizing tax and estate strategies, and empowering generational legacy.
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