wny-asset-management Research by SuperAGI

Company Overview

WNY Asset Management, founded in 1994, is a premier fee-based financial advisory firm situated in Williamsville, New York. It is recognized among the largest financial planning firms in Western New York, specializing in personalized financial planning and investment management solutions. The firm leverages over 75 years of combined expertise among its team to offer services including retirement planning, investment management, college funding, estate, and insurance planning. Their strategic approach focuses on nonproprietary investment strategies that are customized to align with the unique goals, needs, and risk tolerances of their clients.

Key Personnel

John Pieroni, CFP®

Role: Managing Partner, Chief Compliance Officer

Profile: Oversees Financial Planning Department, senior member of the Compliance Committee, and previously managed an independent firm before joining WNY Asset Management in 2001. A graduate of the State University of New York at Buffalo, he is also a member of the Financial Planning Association.

Contact: [jpieroni@wnyasset.com](mailto:jpieroni@wnyasset.com) | (716) 626-0060 ext 3004

Robert Castiglione, CFP®, MBA

Role: Partner

Profile: Manages the CPA Financial Network™ within WNY Asset Management, with previous experience at M&T Bank and equities trading. Holds an MBA from Boston College and a bachelor’s degree from Canisius College. Member of the Financial Planning Association and Independent Association of Accountants.

Contact: [rcastiglione@wnyasset.com](mailto:rcastiglione@wnyasset.com) | (716) 626-0060 ext 3009

Ronald Lojacono, CFP®

Role: Partner

Profile: Specializes in financial planning, pensions, and long-term care; he is also a part of the investment committee. Formerly a financial advisor at UBS, he joined WNY Asset Management in 2005, carrying a Bachelor in Business from Medaille College.

Contact: [rlojacono@wnyasset.com](mailto:rlojacono@wnyasset.com) | (716) 626-0060 ext 3007

Zachary Shroyer, CPA

Role: Chief Financial Officer, Chief Compliance Officer

Profile: With an MBA in Accounting from Canisius College, Zachary brings expertise from Brock, Schechter & Polakoff CPAs. He manages financial oversight and compliance, holding Series 7 & 66 licenses.

Contact: [zshroyer@wnyasset.com](mailto:zshroyer@wnyasset.com) | (716) 626-0060 ext 3006

Nicholas Scibilia

Role: Chief Operations Officer, Chief Investment Officer

Profile: Formerly at Citigroup, Nicholas leads daily operations and chairs the investment committee. He holds a Bachelor in Business Management and Finance from the University at Buffalo.

Contact: [nscibilia@wnyasset.com](mailto:nscibilia@wnyasset.com) | (716) 626-0060 ext 3029

Financial Footprint

WNY Asset Management manages a disclosed portfolio valued at approximately $806,675,348 USD and achieves a broader asset management figure of $1.4 billion.

Strategic Approach

The firm is committed to providing a holistic financial strategy focused on building lasting relationships by delivering exceptional, tailored financial plans through alliances with accountants, attorneys, and various advisors. Their emphasis on nonproprietary investment solutions remains central to their client engagement.

Location and Contact Information

Headquarters:

6500 Sheridan Drive, Suite 200, Williamsville, NY 14221

Phone: (716) 626-0060

Email: [info@wnyasset.com](mailto:info@wnyasset.com)

Sister Firm - Spectrum Wealth Management:

4925 Main Street, Suite 202, Amherst, NY 14226

Phone: (716) 221-2144

Industry Position and Competitive Landscape

With 29 employees and generating annual revenue of approximately $4.3 million, WNY Asset Management stands as a prominent contender among financial advisory and investment management firms in Buffalo, New York. It ranks as a notable entity within the Top Financial Advisors in Buffalo lists, emphasizing personalized financial planning services.

Primary Competitors

H Stern: Known internationally for luxury jewelry collections with over 160 stores.

BPAS: National provider of retirement and benefit plan administrative services. It has a revenue of $89.9 million and holds $110 billion in trust assets, operating with 315 employees from Utica, New York.

The Financial Guys: Based in Williamsville, New York, they emphasize comprehensive wealth management for families and small to medium-sized businesses using a goal-driven approach since 1999.

Services Offered

WNY Asset Management provides individualized financial strategies focusing on asset allocation, diversification, expense management, and tax efficiency. These customized services distinguish them from larger entities like BPAS and differently-focused organizations like H Stern.