Willink Asset Management

Understanding Your Financial Future

Welcome to Willink Asset Management LLC, a financial organization based in East Aurora, New York. We understand that individuals face unique challenges in planning for their financial future. Our team of experienced professionals is passionate about providing personalized and comprehensive financial planning solutions to help you achieve your financial goals and navigate financial complexities.

Our Commitment: Personalized & Fiduciary Planning

Our personalized approach begins with a deep understanding of your individual needs, goals, and aspirations. We work on a fee-only basis, prioritizing transparency and holding ourselves to the highest ethical standards. As a fiduciary firm, we are legally bound to act in your best interest, always putting your needs first.

Our Services

We offer a comprehensive range of services tailored to address various financial concerns, including:

Portfolio Management

• Develop and implement tailored investment strategies based on your individual risk tolerance and financial goals.
• Regularly review and rebalance your portfolio to maintain alignment with your objectives.

Financial Planning

• Comprehensive financial plans covering retirement planning, estate planning, investment planning, and risk management.
• Ongoing guidance and support to help you navigate changing financial circumstances and life events.

Specialized Support

• Medigap Evaluation: Understanding the complexities of Medigap policies and navigating the enrollment process.
• Estate Tax Planning: Strategies to minimize potential estate taxes and ensure a smooth transfer of wealth.
• Business Planning Guidance: Consulting entrepreneurs on optimal business structure selection and financial planning.

Our Values and Philosophy

At Willink Asset Management, our core values are:

• Client-centricity: We prioritize your needs and goals in every decision we make.
• Transparency: We believe in open communication and clear explanations of our processes and fees.
• Integrity: We adhere to the highest ethical standards and maintain a fiduciary responsibility to our clients.
• Empowerment: We believe in providing you with the knowledge and tools you need to actively manage your finances.

Partnering with You for Success

We understand that financial planning is a journey, not a destination. We are committed to partnering with you every step of the way, offering support, guidance, and expertise to help you achieve financial success and peace of mind.