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Navigate Your Financial Future with Confidence

 

Our Process

At AWM, we start with building a foundation of your financial life, simplying complexities and tailoring solutions to position you for success.
AWM specializes in securities and investment advisory services, offering comprehensive solutions to manage your financial portfolios effectively. Our mission is to empower clients with the knowledge and tools needed to make informed investment decisions, striving for long-term financial stability and growth.

With decades of experience, AWM is dedicated to providing personalized financial strategies that align with your unique goals. We understand the complexities of the financial markets and are committed to helping you navigate them with confidence.

Securities and investment advisory services offered through Geneos Wealth Management, Inc. Member FINRA/SIPC.

Our Process

Step One

Our initial meeting serves as a vital introduction, allowing us to explore whether we are the right match to collaborate. This is our opportunity to better understand you, your aspirations, challenges, and how we can assist you on your journey. We also take this time to share insights about our firm, our approach, and what you can anticipate from our partnership. Next, we move into a comprehensive discovery session, where we thoroughly examine the details of your statements and the aspects of your life that make you unique. Depending on the time available and whether you have relevant documents on hand, this detailed exploration may occur during our first meeting or in a subsequent session.

Step Two

After we have gathered all of the necessary data, we do a thorough analysis of your situation and build out a financial plan. We then review the plan with you, identify any gaps and provide formal recommendations.

Step Three

Next, we finalize the direction we are moving with and begin implementing the agreed-upon strategies. We also develop a communication plan and review cycle.

Step Four

Lastly, the most important step in our process is a review meeting. This serves as a time to catch up with you on what is happening in your world and provide you with an update on the strategies, markets and your financial plan. Most importantly we can strategize together to see if any changes need to be made to meet our goals.

Our Services

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Strategic Investment Planning

We help craft a roadmap for your financial aspirations and optimize your resources to achieve them.

Comprehensive Risk Management and Insurance

The safety net we need when unexpected challenges arise in our personal and professional lives.

Expert Banking and Credit Solutions

We help you set effective credit limits, monitor payments, and assess risks to protect your financial security.

Smart Retirement Strategies

A successful retirement plan requires identifying income sources, estimating expenses, building savings, and managing investments effectively.

Executive Compensation

A strategic approach to salaries, benefits, and bonuses for top executives in recognition of their leadership.

Business Succession Planning

We help develop a comprehensive approach to identify and nurture the future leaders while enhancing their capabilities.

Education and Family Support

Educational planning is a significant aspect of securing your child’s future, and 529 plans are a powerful tool to help you achieve your goals.

Charitable Giving

Strategically using your planned donations may lower your income taxes and allow you to benefit from charitable gifts without federal gift tax.

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Beneficiary Designations

Titling and beneficiary designations allow you to transfer assets directly to individuals, regardless of the terms of your insurance or will.

Choosing Your Executor and Trustee

Selecting a trusted executor or trustee is essential. This person will play a vital role in managing your affairs,

Distribution of Estate

The final distribution is where the Executor or Administrator transfers any remaining probate assets to the estate beneficiaries.

Tax Planning

Our tax optimization services help you minimize tax liabilities and enhance your investment returns through strategic planning and management.

Our Team

James Wilder

Partner

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Yvonne Smith

Partner

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Kelsey Frisicaro

Client Service Manager

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Take the Next Step with Autumn Wealth Management

Ready to take control of your financial future? Contact us today to schedule a consultation and discover how our wealth management services can help you achieve your investment goals.

Hours of Operations – 9:00 am – 5:00 pm or by appointment.

3823 N. Buffalo Road
Orchard Park, NY 14127
716-501-5658

James grew up in Syracuse, NY, and is an alumnus of the University at Buffalo, where he specialized in financial analysis. His passion for financial planning and wealth management was ignited at a young age by a family friend, who demonstrated that serving others could extend beyond traditional roles in law enforcement and healthcare. This early influence guided James toward a career in finance, and he has been a committed financial advisor since 2014.
As a forward-thinking advisor, James emphasizes the importance of developing comprehensive financial plans and supporting clients through various stages of their financial journeys. While he dedicates a significant portion of his time to investment research and crafting customized portfolios, his true passion lies in engaging with clients and assisting them in navigating their financial lives.
James resides in Orchard Park, NY, with his wife Kayla, daughter Audrina, son Maverick, and their golden retriever Siena. He is actively involved in the community and enjoys traveling, golfing, exploring the local culinary scene, and supporting the Buffalo Bills.

Yvonne grew up in the picturesque Sierra Nevada foothills of Northern California. She attended Highline Community College and the American Institute of Banking, laying a strong foundation for her career in the financial industry.
In 1996, Yvonne transitioned from her role as a Bank Branch Manager to become a Financial Advisor; a position she has held with dedication for the past 28 years.  In 2010, her journey brought her to Buffalo NY where she continues to serve her clients with passion and expertise.
Yvonne loves building lasting relationships with her clients and finds immense satisfaction in helping them achieve their financial goals. Outside of work, it brings her joy to spend quality time with her family, friends, and husband Mike. She enjoys boating, hiking and cherished moments with her beloved rescue dog Wilson.

Born and raised in Buffalo and currently resides in the Southtowns. Kelsey began her professional journey in the hospitality industry before transitioning to women’s health. As her career progressed, she developed a keen interest in the finance field, leading her to make a significant career change.
Kelsey is passionate about building strong relationships and works closely with James and Yvonne to provide the best possible service to our clients. She has strong interpersonal skills and excels at developing strong bonds with clients, ensuring they feel supported and understood.
In her free time, Kelsey loves spending time with her family and friends. On any given weekend, you might find Kelsey and her dog Murphy walking the local trails or visiting dog-friendly cafes and venues.

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