83 Wooster Heights Road Suite 125 Danbury, CT 06810
203-431-2224
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Is this your listing? Update it now! | Testimonials
Visit Website | Contact UsThe goal of my practice is not to be "all things to all people", but rather be the very best financial advisor I can be to a limited number of people. Rather than having hundreds or thousands of clients, I limit my practice to just dozens of high net worth individuals and families, welcoming a handful of new clients each year. This allows me to spend more time focused on my client's investment and planning needs, and provide a very high level of service, advice, and care on an ongoing basis.
Estate and Legacy Planning, Financial Planning & Investments, Insurance Planner, Retirement Planning, Annuities
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