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Regional firm hits $250M in managed assets with WNY growth
Regional firm hits $250M in managed assets with WNY growth
Just four years after opening its doors, Stone Creek Advisors has reached a significant growth milestone, surpassing $250 million in client assets under management.
Founded in 2022 in Clarence Center, the fee-only fiduciary investment and wealth management firm has built its business by offering customized, data-driven financial planning and investment strategies to individuals and families throughout Western New York.
The milestone reflects the firm’s rapid expansion from a startup with no clients or managed assets to a growing regional advisory practice serving clients across the Buffalo and Rochester markets.
Stone Creek Advisors has grown to six full-time employees, including co-founders Marc Bernstein and Kasey Wopperer, while expanding its footprint into the greater Rochester area. The firm has also strengthened its team with professionals focused on investment management, financial planning and client services.
Among those leading the firm’s Rochester presence is Nicole Newman, vice president and investment advisor, who was recognized earlier this year as an RBJ 2026 Financial Leader honoree.
“Starting a firm from scratch with no clients or financial assets and fast forward four years to reach this milestone speaks to the pedigree of hard work and dedication our team performs daily to deliver the highest quality results and service to our clients,” said Bernstein, the firm’s president.
Wopperer, Stone Creek Advisors’ chief investment officer, said the firm’s approach has centered on pairing institutional-level expertise with personalized client relationships.
“We strive to combine the best of the large advisory world and the best of the small advisory world,” Wopperer said. “This mission has guided us to reach this milestone and continue delivering the best results for our client base.”
[email protected] / (585) 653-4021
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