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Where to find us

726 Exchange Street, Suite 822
Buffalo, NY 14210
Phone: 716-854-5034
Fax: 716-854-7195

Personal Finance & Wealth Management

We design and deliver personalized financial solutions.
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Personal Finance & Wealth Management

Every person’s financial situation and vision for their future is unique. We are focused on our clients and work diligently to discover their current needs and long-term goals. BS&P is uniquely positioned; we blend the expertise of a tax preparer and financial advisor when designing and implementing financial strategies. Our mission is to deliver insight and solutions that help you achieve your goals.

We take great pride in being chosen as our clients’ trusted advisor. We believe a trusted relationship is built on the foundation of clarity, communication and confidence.

BS&P Wealth Management, LLC offers a variety of services that help individuals, families and business owners.

Individuals and Families:

  • Debt and Cash flow Management
  • Investment Planning
  • Insurance Planning
  • Education Planning
  • Tax Planning


  • Retirement Planning
  • Investment Planning
  • Income Planning
  • Estate Planning
  • Insurance Planning

Business Owners:

  • Business Planning
  • Succession Planning
  • Employee Benefits
  • Insurance Planning
  • Debt and Cash Flow Management

 For more information on how we can help visit

Meet The Experts

Robert W. Romeo, Financial Advisor
Robert W. Romeo

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Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Investment Advisor Representative, Wealth Advisors Network, Inc., a Registered Investment Advisor. Wealth Advisors Network, Inc. and Cambridge are not affiliated. This communication is strictly intended for individuals residing in the states of AZ, CO, FL, GA, ME, MI, NJ, NY, SC, and VA. No offers may be made or accepted from any resident outside the specific states referenced.