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

The One Big Beautiful Bill Act: What It Means for You and Your Taxes

By Thomas J. Hanlon, CFA, CFP®, CEBS and Ryan T. Hanlon, CRPS™ on
Congress has officially passed the “One Big Beautiful Bill Act” (OBBBA) — a sweeping piece of tax legislation that makes permanent many of the provisions originally introduced under the 2017 Tax Cuts and Jobs Act. While the law touches a broad range of tax rules, there are several key areas that will impact individuals and families directly, especially retirees.
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woman on phone

Our Top Strategies to Consider for Charitable Giving

By Steve Gattuso on
We all have certain causes that we choose to support monetarily. In fact, in 2017, Americans gave more than $410 billion to charities, breaking the $400 billion mark for the first time in history. But anytime that we give our money to an organization, it’s important to do our due diligence, ensuring that the funds that we give will be used effectively. There are several ways you can do this, starting with using the resources...
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Researching on computer

Retire to Happiness: Tips to Thrive in the Next Chapter of Life

By Steve Gattuso on
Here’s a thought: retirement doesn’t mean the end. It doesn’t mean an end of self-importance or purpose, it just means a new chapter—a paradigm shift of what life is beyond long days and meetings and bosses. Unless you own your own business, and even then, you are not your business. You’re not solely defined by the question, “What do you do?” But, it doesn’t mean you should stop defining the answer for such an inquiry...
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