SOLUTIONS & STRATEGIES
Financial decisions today can have life long consequences. Take the next steps and talk to one of our trusted advisors today.
ADRIENNE ROTHSTEIN GRACE,
CFP®, CDFA™
WOMEN’S WEALTH ADVOCATE
Through Adrienne’s 30 years of experience, she has developed a focused specialty of guiding clients through the many financial hurdles they face when in transition. That transition can be the result of a myriad of life changes from divorce or death of a loved one, to disability.
Her background in every area of financial services, coupled with extensive training and multiple professional licenses and designations, allows her to assist people in understanding their financial position, organize their assets and liabilities, make better financial decisions during their time of transition, and advise on investment and management of assets to rebuild their financial lives.
When the legal work is accomplished, Adrienne’s skills help her client move on.
An Investment Adviser Representative, Certified Financial Planner professional (CFP®) and Certified Divorce Financial Analyst (CDFA™), Adrienne brings over 30 years experience in all aspects of financial life to her clients in their time of need.
A two term President of WNY Collaborative Law Professionals, LLC, and member of the New York State Council of Divorce Mediation, Adrienne works closely with the mediators, family law attorneys and mental health professionals in and out of court. She helps understand how the financial decisions you make today will impact their financial future. Adrienne’s goal is to help each client achieve financial security with the best divorce settlement possible.
JENNIFER JUREK, CFP®, CDFA™
CERTIFIED FINANCIAL PLANNER®
Jennifer Jurek is a Certified Financial Planner® and a Certified Divorce Financial Analyst. She specializes in financially educating and empowering her clients and particularly in women’s financial challenges, opportunities, and solutions.
Jennifer is a member at the West Seneca Finance Academy, WNY Collaborative Law Professionals, Financial Planning Association of Western NY and the West Seneca Chamber of Commerce. She’s a former member of the Canisius College Women in Business.
JASON MACIEJEWSKI, CPA, CVA, CGMA
PARTNER
Mr. Maciejewski is a 2003 graduate of The University at Buffalo with over 17 years of public accounting experience in the areas of audit, compilation and review services, accounting, tax compliance and planning, forecasting and budgeting, and business valuation services. His experience has provided extensive knowledge of a wide range of entity structures from not-for-profit, school districts, municipal agencies, construction contractors, professional service corporations, manufacturing, medical and dental practices, commercial real estate, as well as individual taxation and planning, including experience in divorce actions. He has earned designations as a Certified Public Accountant (CPA), Certified Valuation Analyst (CVA), and Chartered Global Management Accountant (CGMA).
Jason is currently a member of the American Institute of Certified Public Accountants (AICPA), the National Association Certified Valuators and Analysts (NACVA), Western New York Collaborative Law Professionals, LTD, and currently serves on the Board of Directors of two local not-for-profit organizations, Homespace Corporation and Be Your Own Hero, Inc.