Capital Insights Group Of Wny, Llc.

Capital Insights Group of WNY, LLC. is a privately-owned financial planning and wealth management firm founded by Christopher R. Cinelli, CFP® in 2016 and registered with the SEC. As a fiduciary, the firm offers financial planning and investment management services to individuals, families, small businesses, trusts, estates, and charitable organizations. Clients can engage in comprehensive financial planning or select specific services on an a la carte basis. The firm's investment management services involve discretionary or nondiscretionary portfolio management, with a focus on individualized strategies based on client goals and risk tolerance. Capital Insights Group of WNY, LLC. charges financial planning fees on an hourly or fixed fee basis, while investment management fees are based on a percentage of the client's assets under management. The firm does not charge performance-based fees and does not receive commissions from insurance products. Clients are encouraged to review their accounts regularly, with the option for periodic reports and account statements provided by the custodian. The firm does not compensate for client referrals and maintains a transparent approach to brokerage practices, custody, and investment discretion.