With more than 30 years in the financial industry, Charles Triaga aims to help individuals and families feel more secure about their financial futures. As a financial advisor, he works with clients to create personalized, comprehensive financial plans that reflect each person’s unique goals, life stages, and risk tolerance. He offers support in areas such as retirement planning, investment management, education funding, and long-term care.

Chuck values the relationships he’s built over the years and appreciates the trust his clients place in him, including those who have introduced him to their children and grandchildren. His approachable style and broad industry experience guide his work with families throughout Western New York.
Charles began his career in 1986 with Goldome, serving as an Insurance Representative and Financial Advisor. He later held roles at Manufacturer’s Financial (formerly Fleet Bank) and spent 26 years at Key Investment Services as a Senior Financial Advisor and Vice President. In 2019, he co-founded Harbor Wealth Advisors in WNY to offer independent, client-focused financial guidance.

Outside of work, Chuck enjoys golfing, watching Buffalo Bills games, and relaxing at home with his wife and their two cats. His daughters live out of state, but he stays closely connected and looks forward to opportunities to visit.