Financial advisor for high net worth in Wilton, Connecticut

Gus Kalivas - Financial Advisor, Ameriprise Financial Services, LLC, located at 44 Old Ridgefield Road, Wilton, Connecticut, United States, offers a wide range of financial services and expertise. Gus Kalivas holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his commitment to providing clients with the highest level of financial planning and asset management. With specialized training in areas such as estate planning, retirement planning, investment management, and risk management, Gus Kalivas is equipped to assist individuals, retirees, small business owners, and high net worth clients with their financial needs. Whether you are looking to plan for the future, manage your investments, or navigate complex financial situations, Gus Kalivas is dedicated to providing you with personalized and comprehensive financial advice. Contact Gus Kalivas - Financial Advisor, Ameriprise Financial Services, LLC, to start planning for your financial future today.

Stonebridge Advisors LLC, located at 10 Westport Road in Wilton, Connecticut, is a finance institution specializing in the management of preferred and hybrid securities. Our team of experts is dedicated to providing institutional and high net worth individuals with a conservative approach to portfolio management that focuses on active management and long-term risk adjusted returns. With a commitment to protecting against downside risks, we aim to provide our clients with income and added diversification while lowering overall risk. Retail investors interested in our taxable and tax-advantaged preferred and hybrid strategies should consult a financial advisor to determine the best approach for their investment goals. For more information about Stonebridge sub-advised funds, please visit the First Trust website.