Vice President – Wealth Management
Wyatt’s goal is to help his clients achieve their retirement goals by providing a total retirement strategy. This includes comprehensive asset and liability modeling that helps steer the right course through variable market conditions. As a Chartered Retirement Plans SpecialistSM focused on corporate retirement plans, Wyatt taps his extensive experience and training on understanding each client’s specific needs and objectives. Wyatt started his career at Smith Barney in 2004, serving first as a coach for financial advisors on how to use the firm’s financial planning tools and eventually became an assistant branch manager. He joined the Arthurs Malof Group in 2009 as the team’s dedicated Certified Financial PlannerTM (CFP®) and Retirement Plan Consultant.
Wyatt graduated from Hamilton College with a B.A. degree in public policy in 2004 and holds the Series 3, 7, 9, 10 and 66 securities licenses. He provides the same type of passionate commitment to his community as he does his clients, serving as a board member of the Algonquin Campership Fund, dedicated to providing tuition scholarships for children ages 7-15 to attend traditional canoe camping trips in Algonquin Park, Ontario. Wyatt serves as the Treasurer of the Financial Planning Counselors of Western New York, bringing local accountants, trust and estate attorneys, insurance professionals, and financial planners together in a collegial forum. He also sits on the Board of Westminster Early Childhood Programs and Cherry Hill Club. Wyatt lives in Buffalo with his wife, Christina, and their son, Bobby, and daughter, Eliza.
TAG Talk – Planning for a Business Transition: More than the Multiple
When planning for a business transition, how you structure your business assets today may well have a greater impact on your family’s wealth than how you negotiate the multiple when you sell. Most business owners say it is important to have a thorough exit strategy; few have planned for life after the business. This talk will provide you with the framework to have meaningful discussions with your trusted advisors around two key planning considerations: 1) What impact will this transition have a on my financial lifestyle? 2) How do I transfer as much of my assets as possible to the people that I care about and the causes that I support?