Buffalo NY Financial Planning Advisors

Lauren A. Gidley: President

Financial planner in Buffalo NYLauren Gidley’s career in the financial services industry spans four decades. During that time, she has dedicated herself to the financial success of her clients, helping them to achieve their goals and dreams. She helps her clients address their five biggest concerns: preserving their wealth, mitigating taxes, taking care of their heirs, ensuring their assets are not unjustly taken, and charitable giving. Lauren focuses her wealth management practice on assisting her clients in defining and prioritizing their most important financial objectives and develops a plan for their accomplishment. She then implements the plan and monitors its progress, proactively making adjustments to help ensure clients remain on track toward the achievement of their goals.

With over thirty years of experience in investment management, Lauren has seen the stock market rise and fall multiple times. During periods of growth, like those of 1995-1999 and 2003-2007, her focus is on capturing market gains. But when the equities market cycles into a downturn as it did from 2000-2002 and again in 2008 and early 2009, she and her firm implement strategies designed to secure clients’ portfolios and safeguard their assets.

Graduating Summa Cum Laude, with highest honors, with two Bachelor of Science degrees from Texas A&M University, Lauren brings finely honed problem solving skills and an analytical approach to financial planning. To help clients build and secure their wealth, she applies the results of her analysis of economic and stock market cycles and the current economic and market environment to the management of her clients’ portfolios. Believing that the key to achieving and maintaining financial independence is wealth preservation, Lauren emphasizes the importance of clients having a plan in place to protect their portfolios. With a protection strategy in place, Lauren’s focus is on helping her clients achieve their dreams.

Lauren is an Accredited Investment Fiduciary who obtained her Certified Retirement Financial Advisor credentials in 2009. As a member of the Tax Master Network and the Center for Tax Strategies and Resources, she specializes in helping clients reduce the amount of income tax they pay through advanced tax reduction strategies. She has appeared in Forbes Magazine, Business First of Buffalo, The Suit Magazine, Buffalo Spree Magazine, and has been on television numerous times.

On a personal note, Lauren and her husband, Jamie, have been married over 35 years. They live in Lockport, New York, and have two children who serve in the United States Military and two grandchildren. Lauren serves on several boards and committees in the community and enjoys travel and scuba diving, but her greatest joy is spending time with her family.

Pat Staples: Director of Client Services

Pat Staples: Director of Client ServicesPat Staples has been serving as Prosperity Wealth Management’s Director of Client Services for over fifteen years. In this role, she is committed to assure clients receive remarkable service. Pat personally handles all client service requests and helps oversee operations of brokerage and advisory accounts. Pat also serves as liaison between the president and Prosperity Wealth Management’s clientele. Her sincerity, friendliness, and acute attention to detail helps to ensure clients have an enjoyable and memorable service experience. Pat lives in Lockport, New York, and enjoys spending time with her children and grandchildren.

Check the backgrounds of these investment professionals on FINRA’s BrokerCheck