Success in the financial industry is built on dedication, relationships, and a commitment to helping clients achieve their goals. This year, two of our Partners, Ken Ulrich & Josh Heims, were recognized for their outstanding...

A Swing Toward Hope: KED’s Sold-Out Golf Event Raises Over $70,000 to Fight Addiction On a perfect day for golf and giving back, supporters from across our community came together for a sold-out event that made a lasting impact. The...

BearingStone Wealth Co-Sponsors Fundraiser Supporting the Family Justice Center of Erie County, Raising Over $38,000 for a New Children's Room. At BearingStone Wealth, we believe in building strong communities just as much as we believe...

At BearingStone Wealth, we believe that teamwork is at the heart of everything we do—both in the office and beyond. This value was on full display recently when two of our advisors, Josh and Ken, decided to trade spreadsheets for...

Striking Down Barriers: Kids Escaping Drugs Bowling Tournament Makes an Impact Pins weren’t the only things falling at Transit Lanes on Sunday April 6th, 2025, barriers to recovery and hope were knocked down, too. The Kids Escaping...