A time-honored tradition of prudent financial guidance

We’ve been serving hard-working, self-made business owners, professionals and executives and their families for generations from our office here in Western New York. We’ve been here for them through a big part of their lives and have been helping them to and through retirement. One thing we’ve learned from being in this business for more than 50 years is that it’s not only about building financial plans and investment portfolios, it’s about building personal bonds and trusting relationships.

A full team here for your every need

Alan Scheff Bio Image
Alan K. Scheff
CEO, Partner, SLWG Branch Manager, RJFS
Ryan Liddell Bio Image
Ryan J. Liddell, CFP®, CIMA®, AIF®
Partner, SLWG Wealth Manager, RJFS
Robert H. Cole, MBA
Investment Broker, RJFS
Dawn Maher Bio Image
Dawn Christine Maher
Financial Advisor, RJFS
Jake Katz Bio Image
Jacob Y. Katz, CFP®, AAMS®
Financial Advisor
Michelle Hatten Bio Image
Michelle Hatten
Financial Representative, RJFS Office Manager, SLWG
Christina Norman Bio Image
Christina M. Norman
Investment Representative, RJFS
Colleen Liddell Bio Image
Colleen Liddell
Client Services Manager, RJFS
Michele Scheff Bio Image
Michele Scheff
Branch Professional

Wealth Management

Our comprehensive services go beyond just portfolio management to retirement income planning for individuals and corporate retirement plan management for companies.

Wealth Preservation

Our risk management, investment strategies and longevity planning are designed to carefully preserve your hard-earned wealth for the future uses you have intended.

Wealth Legacy

Our estate planning and charitable giving strategies are designed to help you provide income for your loved ones and favorite charitable organizations and causes.
“We’ve dedicated our careers to delivering financial advice that fits your life.”
Alan K. Scheff, Partner, Branch Manager

Information & insight

While politics garner headlines, fundamentals drive the market over the long term.
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Markets & Investing
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
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Markets & Investing
Investing time and strategy into your philanthropic goals today could help ensure they become traditions each new generation can pay forward.
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Estate & Giving
Raymond James Chief Investment Officer Larry Adam embraces the Thanksgiving spirit and shares holiday dynamics that are in better places than a year ago.
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Markets & Investing
Chief Economist Eugenio J. Aleman discusses current economic conditions.
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Economy & Policy
Review the latest Weekly Headings by CIO Larry Adam.
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Markets & Investing
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financial wisdom applied to your goals

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

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Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Scheff Liddell Wealth Group is not a registered broker/dealer and is independent of Raymond James Financial Services.

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