Buffalo, NY
Kurt Fetter
Hi, I'm Kurt. For more than 20 years, I've worked with business owners, investors, and families to help them navigate important financial decisions. I focus on serving family-owned businesses and investors seeking thoughtful guidance around portfolio management, tax-aware planning, retirement preparation, and business succession.
I enjoy helping business owners navigate both their company and personal financial lives, creating strategies that support their goals before, during, and after retirement.
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STRATEGIC, DATA-DRIVEN INVESTING TO TARGET AMBITIOUS RESULTS
Investment Management
End-to-end investment management focused on tailoring portfolios to each client's specific circumstances and preferences. Our holistic approach will take into consideration all facets of your situation along with current economic data to optimize your portfolio's risk and return.
STRIVING TO MINIMIZE YOUR TAX BURDEN
Tax Optimization
We aim to take the ambiguity out of tax planning by utilizing tax-reducing strategies that encompass your overall tax liability. We do it by putting together a game plan that is specific to your needs.
DIVERSIFICATION AND INNOVATION IN PORTFOLIOS
Alternatives Investing
We actively research alternative investment opportunities and monitor your portfolio investment holdings, bringing together actionable insights and forward-thinking risk assessments.
ESTABLISH YOUR BUSINESS SUCCESSION PLAN
Succession Planning
Building a successful business is an incredible feat, but what happens to your hard-earned legacy when you're ready to step down? We build strategic blueprints to help ensure the continued growth and success of your enterprise.
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Get to know
Kurt
Kurt Fetter has spent more than 20 years helping business owners, investors, and families navigate important financial decisions. His career began with a focus on estate planning for successful farming families. While he enjoyed that work, he became increasingly interested in investment management and wanted to play a larger role in helping clients build and manage their wealth. That interest led him into the advisory industry, where he discovered a passion for building personalized investment strategies and helping clients work toward their long-term goals.
Today, Kurt focuses on serving family-owned businesses, business owners, and investors who are looking for personalized guidance around investments, retirement planning, and long-term financial goals. Many of his clients are preparing for significant life transitions, including retirement or the eventual sale of their business. His background includes investment management, stock selection, tax-aware planning, alternative investments, and business succession planning. He also has considerable experience helping business owners prepare for ownership transitions and business sales.
Kurt particularly enjoys helping business owners navigate both their company and personal financial lives, creating strategies that support their goals before, during, and after retirement. He helps clients build investment portfolios designed to support retirement goals while considering tax implications and long-term objectives. For business owners, he often assists with preparing a business for sale, organizing financial records, evaluating opportunities, and navigating the transition process from ownership to retirement.
For Kurt, the relationships are the most rewarding part of the work. He enjoys getting to know clients, learning about their families, businesses, and goals, and being part of important decisions throughout their lives. Over time, many client relationships grow beyond the professional level, which is one of the most gratifying aspects of what he does. Kurt holds an MBA and is based in New York, NY.
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How did you become a financial advisor?
I began my career helping successful farming families with estate planning. While I enjoyed working with those families, I became increasingly interested in investment management and wanted to play a larger role in helping clients build and manage their wealth. That led me into the advisory industry, where I've spent the last two decades helping clients navigate investment decisions, retirement planning, and business transitions.
What types of clients do you work with?
I primarily work with family-owned businesses, business owners, and investors who are looking for personalized guidance around investments, retirement planning, and long-term financial goals. Many of my clients are preparing for significant life transitions, including retirement or the eventual sale of their business.
What areas of expertise do you have?
My background includes investment management, stock selection, tax-aware planning, alternative investments, and business succession planning. I also have considerable experience helping business owners prepare for ownership transitions and business sales.
What kinds of strategies do you help clients with?
I help clients build investment portfolios designed to support retirement goals while considering tax implications and long-term objectives. For business owners, I often assist with preparing a business for sale, organizing financial records, evaluating opportunities, and navigating the transition process from ownership to retirement.
What is your favorite part of working with clients?
The relationships. I enjoy getting to know clients, learning about their families, businesses, and goals, and being part of important decisions throughout their lives. Over time, many client relationships grow beyond the professional level, which is one of the most rewarding parts of this work.
What is it like partnering with Savvy?
Savvy provides the technology and operational support that allows me to spend more time focused on clients and less time managing administrative responsibilities. The platform helps streamline many of the day-to-day tasks behind the scenes, allowing me to concentrate on building relationships and delivering a better client experience.
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Kurt
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