Trusted Partner for Financial Milestones

About Us

We Build Financial Relationships For Life

BearingStone Wealth is an independent, fiduciary wealth planning firm dedicated to serving your financial needs with integrity and expertise. With over 100 years of combined experience in the industry and a passion for problem-solving, our team is committed to providing thoughtful guidance and customized financial plans.

Over a Century of Dedication

We have over a hundred years of combined experience in the financial services industry, and we’ve built a reputation for making the complexities of financial management accessible and understandable. We are deeply committed to our work and tend to develop lifelong friendships with those who entrust us to guide their path to a bright financial future.

Client-Centric & Knowledgeable

We believe that empowering our clients through education is the key to unlocking their financial potential. Our approach centers on demystifying complex financial concepts and providing clear, actionable insights tailored to your unique goals.

Our Local Team

By combining in-depth financial analysis with a deep understanding of your personal circumstances, we provide actionable insights and tailored solutions designed to guide you toward your financial objectives. Whether you're planning for retirement, managing investments, or seeking to optimize your financial health, we are committed to helping you navigate the complexities of personal finance with confidence and clarity.

Partners

Alan M. Gnoinski

Founding Partner - Financial Advisor

(716) 573-3563

Alan@BearingStoneWealth.com

Joshua B. Heims, AIF®

Founding Partner - Financial Advisor

(716) 633-7526

Josh@BearingStoneWealth.com

John Ariola

Founding Partner - Financial Advisor

(716) 512-2222

716-633-9063

John@BearingStoneWealth.com

Kenneth A. Ulrich, CFP®

Founding Partner - Financial Advisor

(716) 633-7526

Ken@BearingStoneWealth.com

Assistants

Daniel Heims

Office Manager / Registered Client Service Associate

(716) 633-7526

Dan@BearingStoneWealth.com

Heather Ripley

Client Service Associate

(716) 633-7526

Heather@BearingStoneWealth.com

Our National Team at The Avantax Home Office

Clint Brookshire

Director, Enterprise Relationships and Business Consulting- Avantax

Mike Kobs

Managing Director Enterprise Relationships - Avantax

Louie Rosalez

Senior Vice President- Avantax Planning Partners

Ivan Gruhl, CFA^®

Co-Chief Investment Officer- Avantax

Patrick Di Fazio

Director, Advanced Case Solutions - Avantax

Your Partner for Financial Milestones

We offer customized financial planning that aligns with your goals, providing clarity on your assets and expert support through personal and business transitions.

A Plan Tailored to Your Future

We bring decades of experience, a passion for problem-solving, and a relational and educational approach to your wealth. Get a plan to unlock your wealth and live the life you desire.

Seeing Assets Clearly

We prioritize education to help you understand your assets, the market, and what we do. By understanding these concepts, you can gain a clear picture of the financial future you desire.

Guidance for Transitions

Whether you’re transitioning a business, shifting from accumulation to distribution, or passing wealth to the next generation, we have decades of experience guiding clients through a range of transitions.

Your Trusted Authority

From taxes to estate planning, we can coordinate your whole wealth picture. No matter what specialists you may need in your life, our service-oriented advisors will work with your team.

Want to Know Your Risk Number?

A 5-minute questionnaire covers topics such as portfolio size and top financial goals, while showing real dollar amounts of how much you are willing to risk for potential gains. Once complete, you will have a personalized Risk Number^®. It's fast, free and displays your number instantly.

Contact Us to Learn More

Tour The BearingStone Wealth Office

Welcome to our office, nestled in the heart of Williamsville, New York, where our advisors serve the financial management needs of clients across the nation. Our office serves as more than just a workspace; it’s a hub for innovation, strategic planning, and client-focused solutions. From the moment you step through our doors, you'll experience our commitment to exceptional service, personalized guidance, and a deep dedication to helping you pursue your financial goals, no matter where you are in life.

Who We Work With

We work closely with individuals and families, business owners, and high-earning professionals to provide personalized financial guidance and solutions.

How We Help

About Us

From wealth building to retirement planning, our experienced team offers customized financial services for your current needs and long-term goals.

Who We Are

Contact Us

Contact us today to explore how our collaborative culture and personalized services can strengthen your financial confidence.

Get in Touch