ALBANY – BST & Co. CPAs, an accounting and management consulting firm, has formed a new wealth management division called Affinity BST Advisors. The new entity is a merger between BST Wealth Management and The Affinity Group, a wealth management company founded by Gary Sancilio and Nicholas Preddice, which has served clients in the Capital Region and the Hudson Valley for two decades.

The new group will offer wealth management strategies and services, including integrated tax planning for individuals and businesses; private investments; fiduciary and estate planning; and a full range of complementary financial services.

“We are thrilled to partner with The Affinity Group to create a new model of financial planning and fill a gap in the services needed for our clients who are busy business owners and executives looking for a single source of solutions related to family and business finances, “said Ron Guzior, Managing Partner of BST & Co.” Thanks to this merger, we will be able to offer our current and future clients a collaborative powerhouse of comprehensive and strategic services and respond to a need they share with us. ”

Sancilio and Preddice each launched their careers in financial services over twenty years ago. Sancilio first started his career in law, while Preddice began his in insurance. The duo started The Affinity Group in 2002.

“By partnering with a large regional accounting firm like BST & Co., we have instant access to the firm’s resources, people and technology to enable us to develop and extend our service levels,” Gary said. Sancilio, co-founder of the Affinity group. . “We have learned over the past 20 years that clients prefer a fee-for-service model where the client engages with us rather than with a financial institution whose motivation is often to sell a series of financial products. “

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