Pratt Collard Buck Advisory Group

EST. AUM
$500,000,000

CONTACTS
5

CLIENT ACCOUNTS

Firm Details

Metro area Buffalo
CRD Number 159184
Website pcbadvisory.com
Client types

Overview

Pratt Collard Buck Advisory Group is a Buffalo, New York–based wealth management practice providing portfolio management and comprehensive planning. The team emphasizes prudent, fundamentals-driven investing supported by in-house research and long-tenured experience across market cycles. Client relationships are built on alignment—only recommending investments the team also owns—and high-touch service across generations. Core services include asset management, retirement planning, estate review, risk management, and education planning. Investment advice is provided through Private Advisor Group, a registered investment adviser, while Pratt Collard Buck Advisory Group operates as a separate entity serving individuals and families seeking disciplined, long-term guidance.

Platform Details

Investment Preferences

Alternative Activity