Global perspective delivered personally

Wight Auer Kane Group Richard D. Wight, Hans P. Auer, James M. Kane, Judy R. Greyber, Tonie Lee Wirsen

Wight Auer Kane Group


phone

716-338-1810
800-767-5222



phone

716-338-1828



address

201 West 3rd Street
Suite 200
Jamestown, NY 14701



The Wight Auer Kane Group is a New York-based team, with a national presence, backed by the global resources of UBS. We are committed to each generation of your family, providing comprehensive wealth management and personalized investment guidance.

We’ll work closely with you to meet the challenges you face at each stage of life. With a compassionate and consultative process, our commitment forms the foundation of our values.

Our consultative process is redefining wealth management


Our consultative process

A step-by-step process to help simplify your financial life

Our in-depth process results in an integrated wealth plan that serves as a road map for meeting your personal and professional goals.

Discovery

Discovery meeting

We learn about you through a full discussion of your goals, your values and your current financial concerns.

 
Planning

Investment planning meeting

We present a comprehensive plan with our evaluation and recommendations.

 
Commitment

Mutual commitment meeting

We review the details of our recommended investment approach and confirm our commitment to our working relationship.

 
Follow-up

Follow-up meeting

We help simplify your life by familiarizing you with the reports, tools and full complement of services available from our team.

 
Progress

Regular progress meetings

We offer ongoing reviews with our team and our network of specialists to track, monitor and optimize your plan.


“We have a simple and elegant process that keeps your needs as our priority. We pride ourselves on matching your goals and objectives with a highly personalized financial plan and investment strategy.”

— Hans Auer

Investment management

We’ll work closely with you to help maintain your lifestyle

Our approach is grounded in wealth preservation, UBS insights, independent due diligence, diversification and risk monitoring.

A lifetime financial strategy
We are committed to building long-lasting relationships so we monitor and adjust your plan to make sure your investment strategy is continually optimized. This helps ensure we keep pace with fluctuating markets, changing tax laws and your evolving family needs.

Critical elements of our investment approach include:

  • Holistic financial modeling
  • Traditional private banking services
  • Concentrated stock management
  • Alternative investments
  • Consolidated account reporting

Asset allocation
Our team works with you to determine an asset allocation strategy appropriate for your goals. We are prudent and disciplined, honing in on the investment mix that’s most appropriate for your goals and comfort with risk.

Risk management
By listening and aligning with your objectives, we focus on strategies that allow for sensible growth and help mitigate risk. As we implement your investment strategy, we communicate regularly and track performance, rebalancing and making adjustments for life changes and economic conditions.

Retirement planning programs
We have extensive experience servicing the needs of retirement plan sponsors and participants. We understand you face a significant set of administrative challenges and responsibilities. Count on us to help your executives and employees confidentially prepare to get the most from your company’s incentive and benefit programs.


“Tremendous changes continue to transform the economy. We filter out a lot of the noise that can confuse even the most sophisticated investor.”

— Jake Kane


Advanced planning

Advice as your needs evolve

Whether you are navigating life’s important milestones, managing business transitions or planning your legacy, we offer confident advice that grows with your needs.

Wealth enhancement
We’ll help determine how best to put your wealth to work and reduce the cost of liabilities where appropriate:

  • Tax mitigation
  • Comprehensive planning
  • Asset allocation strategies
  • Portfolio rebalancing
  • Cash-flow management

Wealth transfer
We help ensure your assets are preserved and transferred to future generations and charitable organizations in a tax-efficient manner:

  • Legacy planning
  • Trust services
  • College funding strategies
  • Business succession planning

Wealth protection
Our team views your family interests and business interests as the components of a complete and integrated strategy:

  • Asset-based lending
  • Life and long-term care insurance
  • Estate planning coordination

Charitable giving
Many of our clients are passionate about philanthropy and rely on us to help them achieve their specific estate, legacy planning and charitable giving goals:

  • Charitable giving strategies
  • Foundation supervision and set-up
  • Donor-advised funds

“Our relationship with you will support the legacy you are creating and the footprint you choose to leave on the world.”

— Richard Wight

Relationship management

Exceptional service is essential to a successful relationship

We stay on top of the latest and most prudent financial thinking and share that expertise through regular financial plan reviews, performance monitoring and in-person meetings.

Customized client service
Our trusted client service team is highly accessible, offering consistent communication, personal touch points and ongoing reviews. Responsive and attentive, we provide a flexible communication plan specific to your needs and schedule.

A network of professionals
Our team works closely together, communicating regularly, tapping each member’s expertise. We have built strong relationships with a wide array of experts, both inside and outside of UBS. In addition, we will work closely with your team of accountants and attorneys, leading the effort to develop one integrated approach.

Long-range impact on each generation
We understand the connections between wealth and family, and we’re committed to having a multigenerational impact on your life. We are positioned to address every family issue ranging from wealth transfer and preservation strategies to philanthropic pursuits. Our approach is simple: If people and causes are important to you, they are important to us.

“Our personalized service has engendered deep and trusted relationships. Our clients know we are there for them— no matter how big or small the task.”

— Tonie Lee Wirsen

“Our exceptional service goes above and beyond the expected. We build long- lasting relationships by treating our clients as we would our own family.”

— Judy Greyber



Insights

Art Cashin on the markets

Art Cashin on the markets

Top of the Morning Podcasts

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