CONNECT

Address:

1700 East Putnam Avenue
Old Greenwich, CT 06870

Phone:

203-637-7239

Fax/Other:

203-698-2733

Services

Retirement Planning

Retirement Planning

Many individuals have worked hard and done an excellent job saving money in their 401ks, pensions, and IRAs. Often, when they see that retirement is around the corner, there is a strong desire to seek a financial firm to develop and implement a plan that will provide them with income, capital preservation and wealth for future generations. Our team brings a disciplined approach to investing and portfolio management to help our clients achieve their retirement goals.

Tax Management

Tax Management

Managing your tax liabilities while in retirement and for estate planning purposes can make all the difference in maintaining your desired lifestyle, and minimizing tax obligations from your estate for loved ones after you are gone. We work with your CPAs and Attorneys to create an investment plan that helps manage and protect your assets. Our professionals have the thorough knowledge of Retirement accounts, Trust Accounts and Insurance Solutions necessary for your tax management planning. Wells Fargo Advisors is not a tax or legal advisor. Be sure to consult with your own tax and legal advisors before taking any action that may have tax consequences.

Education Funding

Education Funding

One of the first conversations we will have with a potential client is about their feelings toward risk in their investments. It is of the utmost importance to us that we understand our clients’ investment goals and tolerance to risk. Education is one of the largest parts of what we do. Making sure our clients understand the risk-reward metrics of their portfolio is one of the key aspects that separate us from our competition. We want our clients to know, understand, and be comfortable with all of the investments you own. Our professionals take great pride in reaching that achievement.

Risk Management

Risk Management

One of the first conversations we will have with a potential client is about their feelings toward risk in their investments. It is of the utmost importance to us that we understand our clients’ investment goals and tolerance to risk. Education is one of the largest parts of what we do. Making sure our clients understand the risk-reward metrics of their portfolio is one of the key aspects that separate us from our competition. We want our clients to know, understand, and be comfortable with all of the investments you own. Our professionals take great pride in reaching that achievement.

Investment Management

Investment Management

Our investment team runs several proprietary strategies focuses on growth, income, and principal preservation. In addition to our proprietary models, we also work with clients to create customized investment portfolios that may suit their specific needs and goals.

Estate Planning Services

Estate Planning Services

We work with our clients’ CPAs and Attorneys to recommend investments that fit their estate plan. We are able to establish beneficiaries and account structures that ensure wealth is properly passed to the next generation. When necessary we can help establish trust accounts, insurance and charitable trusts that may provide additional estate planning benefits. Trust services are available through banking and trust affiliates in addition to non-affiliated companies of Wells Fargo Advisors. Wells Fargo Advisors and its affiliates do not provide legal or tax advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.

Employee and Executive Benefits and Compensation

Employee and Executive Benefits and Compensation

Benefits and compensation plans can contain a variety of different options to choose from and be structured in many different ways. We work with our clients to help them navigate their benefits and compensation including employee stock options, deferred compensation, and will create divestment plans from employee stock.

Charitable Gifting

Charitable Gifting

Many of our clients want to share their successes with organizations and non-profits that support causes near and dear to their hearts. Our team’s advisors can help choose the right gifting option for your personal, family and estate goals, and will help structure a plan that allows you to contribute to your causes of choice while benefiting from the advantages of charitable giving.

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals
FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals