Finish Line Wealth Management is a registered investment advisor based in East Aurora, New York, founded in 2026 and led by Nicholas Stephen DiRienzo. The firm creates personalized investment portfolios based on each client's specific goals, time horizon, and risk tolerance, utilizing a core and satellite approach with exchange-traded funds, mutual funds, individual stocks and bonds, and alternative investments. In addition to ongoing portfolio management, Finish Line Wealth Management offers financial planning services covering retirement, taxes, insurance, college savings, and debt management, as well as consulting services for employee benefit plans like 401(k)s. The firm acts in the best interest of its clients and tailors its strategies without imposing restrictions based on personal values.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.40% |
Fees are generally negotiable. Pension consulting services follow the same asset-based fee schedule.