Listen to our own Christine Mathieu, B.Msc. chat with Chris Daems on What Happens Next on Wednesday, April 9th! Christine will be introducing us to the “magician” money type, exploring the concept of unlocking the power of choice, and helping us find our own version of a life well-lived. Register for this Linkedin Live event below!
Note Advisors, LLC
投资管理
Buffalo，New York 1,100 位关注者
When you own a business, it’s personal. At Note, we see more than your money. We see you. #noteadvisors
关于我们
There are two types of business wealth planners. Those who get close to you, and those who get close to your money. At Note, we only have the first kind. Sure, we know how to manage investments. Lots of people do. The most valuable service of all is the attention given to what matters most: your family, your business, your wealth, your legacy.
- 网站
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https://www.noteadvisor.com
Note Advisors, LLC的外部链接
- 所属行业
- 投资管理
- 规模
- 11-50 人
- 总部
- Buffalo，New York
- 类型
- 私人持股
- 领域
- Financial Planning、Wealth Management、Investment Planning和401K
地点
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主要
获取路线
50 Lakefront Blvd
Suite 215
US，New York，Buffalo，14202
Note Advisors, LLC员工
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Tom Waring, Jr.
Principal at Note Advisors, LLC
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Shawn Glogowski, CFP?, EA
Principal & Chief Compliance Officer at Note Advisors, LLC
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Christine Mathieu, B.Msc.
Wealth Coach | Facilitating Financial and Personal Transformation Through Self-Awareness and Conscious Choice | Guiding Divorcees to Financial and…
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Janine Breeden
Business Coordinator at Note Advisors, LLC
动态
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At Note, we believe the right 401(k) plan works hard for everyone. For businesses, we provide peace of mind through compliance support and reduced administrative burden. For employees, we help build confidence in their financial future with clear enrollment guidance and ongoing education. We take pride in being your strategic retirement plan partners delivering peace of mind to business owners and employees. It's a win-win.
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Consumers are expected to spend a record $27.5 billion on Valentine’s Day this year. Whether it's planning for the future or budgeting for short-term celebrations, understanding how to balance fun with financial goals is key. Need help planning for life’s big moments, both today and in the future? Let’s talk about how we can make your financial goals as meaningful as your relationships.
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Listen to Shawn Glogowski, CFP?, EA chat about his journey in becoming an entrepreneur! Shawn talks about behavioral finance, the importance of succession planning, and how his perspective on life and business has changed through the years. Thanks to David Schaub at WNY Entrepreneur Podcast for the opportunity!
New episode alert! ?? Are your finances fit? Shawn Glogowski, CFP?, EA has been in the financial industry for over 20 years. Ten years ago, Shawn founded Note Advisors (formerly GCW Capital Group) with his colleague and friend Tom Waring, Jr. in the hopes of providing clients a more holistic approach to wealth management. Shawn loves sharing his knowledge with anyone who’s ready to achieve their vision in their own life and business. He specializes in helping his clients create, implement, and monitor a comprehensive financial plan that aligns with both their personal and business visions. Shawn is the director of the Buffalo Renaissance Foundation, Co-Chair of the WNY chapter of Tee it Up for the Troops and Board Member of The Ronald McDonald House. He’s a proud Buffalo native and graduate of UB. In his free time, Shawn enjoys spending time with his wife and two daughters. https://lnkd.in/ennNFsPC Shawn Glogowski, CFP?, EA #Buffalo?#BuffaloNY?#BuffaloBusiness?#WNYEntrepreneur
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Attention 401(k) plan sponsors and HR professionals! Does the thought of 401(k) compliance keep you up at night? Here are five common issues to look out for. ?? Failed non-discrimination testing – Ensure fairness between employees to avoid penalties and refunds. ??Late employee contributions – Timely deposits are a must to pass DOL audits. ?? Inaccurate payroll integration – Data errors can lead to missed enrollments or incorrect contributions. ?? Outdated plan documents – Keep your investment policy statement and other documents up-to-date. ?? Missed filing deadlines – Avoid penalties by staying ahead of deadlines like Form 5500. At Note, our Senior Planner/401(k) Specialist, Angela Hall, Ph.D., CFP?, ABFP? takes a proactive approach to 401(k) compliance so you can focus on running your business.
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It’s a cold and snowy day here in Buffalo, NY so there’s no better time than now to start saving for your dream vacation home. At Note, we take a holistic view of financial planning, guiding clients in aligning current goals with long-term legacy planning. Our team provides clarity and confidence in every decision so you can enjoy the present while knowing your future is secure. Remember, your dream vacation home doesn’t have to be just a “someday” wish. It can be a reality today while preserving wealth for the future. Let’s connect the dots and make your full financial picture come to life. #FinancialPlanning #EstatePlanning
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Thank you to our friends at Freed Maxick for having us in to speak about how to build a Tax-Free Retirement! Mario Riccadonna , CFP?, EA shared strategies on how to build a tax-efficient retirement income strategy to achieve your financial goals. If you’re interested in this or other financial planning topics, Mario will be hosting several financial education workshops in Williamsville. Link to register in comments!
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Listen to Christine Mathieu, B.Msc. on The D SHIFT podcast with Mardi Winder-Adams. Christine helps transform your relationship with wealth, shift your money mindset, and redefine what wealth truly means. We’re so lucky to have her on our team!
I am the go-to divorce coach for high-achieving individuals. Feeling overwhelmed or struggling with taking the next step in your divorce? You don't have to do this alone.
As we prepare to step into a brand new year, I encourage us all to take a moment to reflect on how we think about money and wealth. On this special episode of The D SHIFT Podcast, I was joined by the incredible Christine Mathieu, B.Msc. , a certified money coach with decades of experience. Christine has faced life’s toughest challenges, including divorce and surviving cancer—and now she helps others shift their beliefs about money to create lasting financial empowerment. This is the perfect episode to inspire your financial resolutions for 2025! Tune in and learn how to transform your relationship with wealth and set the stage for a prosperous new year. Start your journey toward financial empowerment today and make this year your most abundant yet! #MardiWinderAdams #DivorceCoach4Women #NewYearNewYou #MoneyMindset #FinancialEmpowerment #DSHIFTPodcast #FinancialFreedom #WomenAndWealth #MoneyGoals2025
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As we close out 2024, we're feeling especially grateful to have celebrated an incredible milestone this year: 10 years in business! ?? Our journey would not have been possible without the trust and support of our amazing clients, dedicated team members, and trusted partners we've had the privilege to work with along the way. Together, we’ve built something truly special. Enjoy these photos from our anniversary party, which was the perfect finale to our 10th year. We can’t wait to see what the next decade will bring! Wishing you all a healthy, happy, and prosperous New Year! ?? #HappyNewYear #DecadeInBusiness #Gratitude #ThankYou
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