Independent - Forward Thinking - Transparent
Welcome to our Website whe you'll find a wealth of information in the form of newsletter articles, calculators, research reports and more. We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation.
We have created this website to help you gain a better understanding of the financial concepts behind investing, retirement planning, estate and insurance planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.
We are here to help educate you about the basic concepts of financial management, to help you learn more about who we are and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information and we wouldn't want you to miss any developments in the area of personal finance. 
We have learned from experience that many educated busy people simply do not have the time to effectively manage their own financial matters. To prepare a financial plan with the same level of care as that of given by a professional advisor would take you considerable time, effort and research. We always strive to help!
ADV Part 3 - Client Relationship Summary - Version 06/24/2020
Our Services
The spectrum of wealth management services available to our clients includes:
- Review and understanding of your financial objectives
- Comprehensive financial advice, investment and portfolio management
- Estate planning strategies
- Pre- and post-retirement planning
- Retirement plans for individuals and businesses
- Education planning
- Debt and liability management
- Life insurance and long term care analysis
401k, Trust & Corporate
- Endowment and Trust Portfolio and Business Cash Management
- Retirement Plan Design and 401(k) Plan Consulting
- Employee 401(k) Communication and Participant Advocacy
- Retirement Plan Fiduciary Consulting and Plan Oversight
- Executive Deferred Compensation Plans
BFWM Advisors & Office Locations
Brandon Butler 1630 Empire Boulevard – Suite 100 Webster, NY 14580Phone: 315-576-6533 ADV Part 2B Keith E. Condemi 1630 Empire Boulevard – Suite 100 Webster, NY 14580
Phone: 585-231-1595 ADV Part 2B
Vincent Dallo 1630 Empire Boulevard – Suite 100 Webster, NY 14580 Phone: 585-233-8044 ADV Part 2B Kevin Fahy
10 Office Park Way, Suite 200
Pittsford, NY 14534
Phone: 585-662-5031 ADV Part 2B Gregory Halstead
10 Office Park Way, Suite 200
Pittsford, NY 14534
Phone: 585-662-5031 ADV Part 2B Robert Hayes 1630 Empire Boulevard – Suite 100 Webster, NY 14580
Phone: 585-880-6156 ADV Part 2B Jerry Hefley 240 Canal Drive West
Macedon, NY 14502
Phone: 585-820-4598 ADV Part 2B Patrice Lancelot
1630 Empire Boulevard – Suite 100 Webster, NY 14580
Phone: 585-427-2420 ADV Part 2B Craig LeFeber 5808 Meadow Ridge Court
Glen Allen, VA 23059
Phone: 585-305-8518 ADV Part 2B Solomon Massey
5858 Molloy Road East - STE 102
Syracuse, NY 13211
Phone: 315-424-3852 ADV Part 2B Martin E. Paul
43 Caroline Road
South Easton, MA 02375
Phone: 508-238-1262 ADV Part 2B David Perrotto
1630 Empire Boulevard – Suite 100
Webster, NY 14580
Phone: 718-551-7131 ADV Part 2B Robert N Richard Jr.
276 West Main Street - Suite 13B
Northborough , MA 01532
Phone: 508-351-9711 ADV Part 2B Mark Santelli 1630 Empire Boulevard – Suite 100 Webster, NY 14580
Phone: 585-281-9688 ADV Part 2B Dylan Shaw
10 Office Park Way, Suite 200
Pittsford, NY 14534
Phone: 585-662-5031 ADV Part 2B David Treichler
120 East Washington Street - Suite 922
Syracuse, NY 13202
Phone: 315-751-7973 ADV Part 2B