Kapanek Wealth Partners

Kapanek Wealth Partners In an increasing complex financial world we help families, individuals and institutional entities design, implement, and reach their investment goals.

We help families create and implement a plan that captures and sustains their wealth over multiple generations. We're not just talking about financial assets - investments, real estate, collectables and the like. We're talking about the real treasures in your life - your values, your philosophies, your principles and your most important life lessons - your real treasures, the things that matter mo

st. In an industry cluttered with financial product providers, we are sought after by successful individuals, families and non profit entities for our objective, independent advice that is custom - tailored to your unique circumstances. Each of our client portfolio's are customized to their individual goals, objectives and risk tolerance which are then optimized through collaboration with your existing tax and legal advisors. Our vast professional network of tax and legal professionals allows us to bring some of of Western New York's foremost planning experts to the table in order to help secure and protect our clients financial future. Securities and Investment advisory service offered though NEXT Financial Group, Inc. Member FINRA/SIPC (Kapanek Wealth Partners is not an affiliate of NEXT). To view other important client information, visit www.nextfinancial.com. Any posts on this site may not reflect the views or opinions of NEXT. http://www.kapanekwealth.com

02/02/2022

Advanced Micro Devices Inc. soared in the extended session Tuesday after the chip maker's results and outlook for the quarter and year blew past Wall Street...

07/24/2020

We are looking for a new Client Service Associate! If you, or someone you know, would thrive as a member of a fast-paced, detail-oriented, supportive team that is responsible for facilitating the strong relationship between our clients and our firm, then a career with Kapanek Wealth Partners may be just the place for you!

Resumes accepted at [email protected]

Today's Interview with Channel 4,
03/12/2020

Today's Interview with Channel 4,

The managing partner at Kapanek Wealth Partners joined us live.

Volatile markets are not a new occurrence. Unsure what actions you should be taking with your investments?Don't Panic......
03/10/2020

Volatile markets are not a new occurrence. Unsure what actions you should be taking with your investments?

Don't Panic.... Call Kapanek

Market Questions?  Don't Panic ... Call KapanekTimes like these often make it difficult to separate fact from fiction, r...
03/09/2020

Market Questions? Don't Panic ... Call Kapanek

Times like these often make it difficult to separate fact from fiction, rational from irrational behavior, and fear from opportunity.

While the catalyst may present as new, the seeds of this markets ailments were sewn long ago.

It is times like now that our team shows its true value, we acted confidently and decisively when faced with market forces many of our competitors were ultimately ill prepared for.

We not only expect this volatility to continue, we embrace it.

If you lack that same confidence in your investment strategy or team maybe its time to chat.

What began at a wholesale food market in a vast central China city has now traveled the world, jumping from animals to humans and from obscurity to international headlines. Here is what we know so far about coronavirus.

Having a ruff day in the market? Come talk to our new analyst and the rest of our team.
12/13/2019

Having a ruff day in the market? Come talk to our new analyst and the rest of our team.

Its always nice to receive gift cards..... But nice for whom?
12/05/2019

Its always nice to receive gift cards..... But nice for whom?

The popular gifts can bolster strong retail stocks in a number of ways.

From credit risk, to duration risk, to inflation risk, it really shocks us just how little many investors know about the...
11/26/2019

From credit risk, to duration risk, to inflation risk, it really shocks us just how little many investors know about the true risks within their portfolio. It certainly does not help when one of their most popular tools is failing to do them any favors.

How much hidden risk lies in the conservative portion of your investments?

Have our team run an analysis and find out. 716-633-0900

A new academic study claims popular fund researcher Morningstar may be misclassifying bond funds.

Always great to see a success story. In the middle of an industry many considered dying due to online competition they h...
11/20/2019

Always great to see a success story. In the middle of an industry many considered dying due to online competition they have instead adapted their business model successfully and are thriving!

Target's third quarter earnings are out. Here's the analysis you need to know.

Lower interest rates for both borrowing and saving may be the new normal rather than a temporary reality.How should you ...
10/31/2019

Lower interest rates for both borrowing and saving may be the new normal rather than a temporary reality.

How should you be positioning your family's savings and debt to take advantage of this?

A third Fed rate cut since July will shave borrowing costs on credit cards, home equity lines and other debt. Savers will be pinched.

As an individual investor it can be tough to evaluate opportunities in a turbulent political climate.Unsure how to posit...
10/23/2019

As an individual investor it can be tough to evaluate opportunities in a turbulent political climate.

Unsure how to position your portfolio to get in front of capital flows upon when markets do shift?

It might be time to stop into the office and discuss your portfolio with some of Western New York’s thought leaders on the topic.

Dan Ivascyn, group chief investment officer at Pimco, expects the Fed will cut rates again in 2019 and said there is a one-third chance of a 2020 recession

Address

5930 Main Street
Williamsville, NY
14221

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm
Saturday 9am - 12pm
Sunday 8am - 9pm

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