The 30 Best Wealth management team in Connecticut

Martin Paul McLaughlin - UBS Financial Services Inc. is a reputable finance institution located at 8 Wright Street in Westport, Connecticut, United States. With a strong focus on providing high-quality financial services to clients, the institution offers a wide range of investment options and wealth management solutions. The team at Martin Paul McLaughlin - UBS Financial Services Inc. is dedicated to helping clients achieve their financial goals and secure their financial future. With a commitment to excellence and professionalism, this institution is a trusted partner for individuals and businesses seeking expert financial advice and guidance.

Wells Fargo Advisors is a finance institution located at 450 Post Road East in Westport, Connecticut, United States. As a leading provider of financial services, Wells Fargo Advisors offers a wide range of investment and wealth management solutions to help clients achieve their financial goals. With a team of experienced financial advisors, Wells Fargo Advisors is dedicated to providing personalized guidance and support to help clients navigate the complexities of the financial world. Whether you are looking to plan for retirement, invest for the future, or manage your assets, Wells Fargo Advisors is committed to helping you make informed decisions and build a secure financial future.

Paul Phillip Saitta - Ameriprise Financial Services, LLC is a finance institution located at 10 Wright Street in Westport, Connecticut, United States. They offer a wide range of financial services to help individuals and businesses achieve their financial goals. With a team of experienced professionals, they provide personalized financial planning, investment management, retirement planning, and other financial services tailored to meet the unique needs of each client. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Paul Phillip Saitta - Ameriprise Financial Services, LLC is dedicated to helping you secure a stable financial future.

Bank of America Private Client Advisor Robert (Bob) A. Haskins is located at 1 Gorham Island Road in Westport, Connecticut. As a Managing Director and Private Client Advisor, Bob provides personalized advice and guidance to ultra-high-net-worth individuals, couples, and families, helping them achieve their financial goals. With years of experience working with real estate developers, private equity principals, and other high-profile clients, Bob leads a team of specialists to create tailored initiatives in investment management, trust and estate planning, wealth strategy, banking, and philanthropy. He is known for his empathetic and discreet approach, focusing on long-term well-being and stewardship for each client. Bob's expertise in structured lending for real estate acquisitions and his support for multigenerational client families make him a trusted advisor in the finance industry. With a commitment to building strong client relationships based on trust and personal experience, the team at Bank of America Private Bank aims to create strategies that meet the unique needs and goals of each client. Through a personalized approach and access to the resources of Bank of America, the institution helps individuals, families, businesses, and institutions achieve their financial objectives. Whether it's preserving wealth, building philanthropic legacies, or planning for future growth, Bank of America Private Bank prioritizes the goals of its clients. With a history of over 200 years in wealth management, the institution values innovation and the continual pursuit of excellence in a changing financial landscape. Clients can trust that Bank of America Private Bank will provide disciplined financial strategies and guidance across generations. Please note that by visiting the website, you are leaving Bank of America Private Bank's website and being directed to FINRA’S BrokerCheck. It is important to consult legal and tax advisors before making any financial decisions. Bank of America Private Bank does not serve in a fiduciary capacity with respect to all products or services.

Rockefeller & Co. is a finance institution located at 100 First Stamford Place in Stamford, Connecticut, United States. For over seven generations, we have been serving families, individuals, institutional investors, and corporations with a wide range of financial needs. Our institution has evolved alongside the Rockefeller family, using our heritage to pioneer the future of financial services. We provide individualized service at every stage of wealth, guided by the legacy of the Rockefeller family. Our team seeks to generate unique insights and outcomes to serve institutions, financial professionals, and other investors. We offer independent, strategic business advice for private and public companies through a team of senior investment bankers committed to integrity.

Investment Capital Partners is a leading finance institution located at 2425 Post Road in Fairfield, Connecticut, United States. With a strong focus on providing strategic investment solutions for clients, Investment Capital Partners offers a wide range of services including asset management, wealth planning, and financial advisory. Our team of experienced professionals is dedicated to helping clients achieve their financial goals and maximize their investment potential. Whether you are an individual looking to grow your wealth or a business in need of capital, Investment Capital Partners is here to provide expert guidance and support every step of the way. Contact us today to learn more about how we can help you secure your financial future.

Merrill Lynch Financial Advisor G Michael O'Neil is a finance institution located at 1020 Boston Post Road in Darien, Connecticut, United States. The institution focuses on building strong client relationships based on trust and personalized service. Every relationship begins with a conversation to help identify and prioritize the goals that matter most to each individual. The team at Merrill believes that financial success can be achieved through personalized investment strategies that align with the client's unique needs and priorities. Mike O'Neil, a qualified Portfolio Manager with over 30 years of experience, leads the team at Merrill. He is dedicated to helping clients pursue their objectives by building and managing personalized investment strategies that may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. Mike and his team are committed to providing exemplary client service, as evidenced by their recognition in financial industry publications.

Daniel Holzer - Morgan Stanley is a prestigious financial institution located at 1229 Post Road in Fairfield, Connecticut, United States. As a branch of the renowned Morgan Stanley brand, we offer a wide range of financial services to our clients, including wealth management, investment banking, and asset management. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals through personalized solutions and expert advice. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial markets, Daniel Holzer - Morgan Stanley is here to provide the guidance and support you need. Visit us today to learn more about how we can help you secure your financial future.

Bank of America Private Client Advisor James W Fanelli is a premier finance institution located at 29 South Main Street in West Hartford, Connecticut, United States. Our team of talented and experienced individuals is dedicated to building strong client relationships based on trust and personal experience. Tune in at 2:00 PM EST on Monday and Friday for the latest insights from our team. We take the time to listen and understand your needs and goals before creating personalized strategies to meet them. With over 200 years of experience, Bank of America Private Bank has helped clients manage significant wealth by offering personalized services and utilizing the resources of Bank of America. Whether you are looking to preserve wealth, plan for the future, or build a philanthropic legacy, our priority is to make your goals a reality.

Bank of America Private Client Advisor Filomena M. Soyster is located at 29 South Main Street in West Hartford, Connecticut. As a Managing Director with Bank of America’s Private Bank, Filomena leads a team that provides comprehensive wealth management services to families, business owners, and philanthropic organizations. With a background in commercial banking, Filomena is able to connect clients to a wide range of resources offered by Bank of America, including banking, credit, investments, trust and estate planning, and philanthropic strategies. She and her team help clients make informed decisions on financing residential and commercial real estate, fine art, and other strategic assets. Filomena is actively involved in her community, serving on the board of The Malta House of Care, a medical clinic providing health care to uninsured adults in Greater Hartford. She is also a member of the International Women’s Forum of Connecticut and has served on the boards of the Wadsworth Atheneum and the Hartford Stage Company. With a commitment to building strong client relationships based on trust and personal experience, Filomena and her team take the time to listen and learn about each client's unique needs and goals before creating customized strategies to help them achieve financial success.

Bank of America Private Client Advisor Drew M Iacovazzi, located at 29 South Main Street, West Hartford, Connecticut, United States, offers personalized wealth management services. The team consists of experienced individuals dedicated to building strong client relationships based on trust. They take the time to understand your needs and goals before creating strategies to meet your best interests now and in the future. With over 200 years of experience, Bank of America Private Bank helps clients manage significant wealth by providing personalized approaches and resources. They strive to anticipate and respond to evolving markets and financial landscapes to help clients achieve their financial objectives. Please note that by leaving the Bank of America Private Bank website, you may be directed to FINRA’S BrokerCheck. It is important to consult legal and tax advisors before making any financial decisions. Additionally, investing involves risk and past performance does not guarantee future results. Bank of America Private Bank does not serve in a fiduciary capacity with respect to all products or services.

The Cyphers Dubey & Domian Group - UBS Financial Services Inc. is a leading financial institution located in Hartford, Connecticut, United States. With a focus on providing top-notch financial services, the institution offers a wide range of investment and wealth management solutions to its clients. The team at The Cyphers Dubey & Domian Group is dedicated to helping individuals and businesses achieve their financial goals through personalized strategies and expert advice. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, The Cyphers Dubey & Domian Group - UBS Financial Services Inc. is here to guide you every step of the way.

Conifer Investments is a finance institution located at 100 Pearl Street in Hartford, Connecticut, United States. Specializing in investment management and financial services, Conifer Investments offers a wide range of solutions for individuals and businesses looking to grow and protect their wealth. With a team of experienced professionals and a commitment to personalized service, Conifer Investments is dedicated to helping clients achieve their financial goals and navigate the complexities of the market. Whether you are planning for retirement, saving for a major purchase, or looking to build a diversified portfolio, Conifer Investments can provide the expertise and guidance you need to succeed.

Valerie B. Dugan - Morgan Stanley is a reputable finance institution located at 225 Asylum Street in Hartford, Connecticut, United States. With a focus on providing top-notch financial services, they offer personalized investment strategies and wealth management solutions to help clients achieve their financial goals. Their team of experienced professionals is dedicated to delivering high-quality advice and guidance to individuals, families, and businesses. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial decisions, Valerie B. Dugan - Morgan Stanley is committed to helping you succeed.

Jonathan Frucce - Morgan Stanley is a prestigious finance institution located at 225 Asylum Street in Hartford, Connecticut, United States. With a strong reputation for excellence and expertise in the financial industry, the team at Jonathan Frucce - Morgan Stanley offers a wide range of financial services to help clients achieve their financial goals. Whether you are looking for investment advice, wealth management solutions, or retirement planning, the professionals at Jonathan Frucce - Morgan Stanley are dedicated to providing personalized and comprehensive financial guidance. Trust in their experience and knowledge to help you navigate the complexities of the financial world and secure your financial future.

Steven Greco, CIMA - UBS Financial Services Inc. is a reputable finance institution located in Hartford, Connecticut, United States. Specializing in wealth management and financial planning, Steven Greco, CIMA and his team at UBS Financial Services Inc. provide personalized investment strategies tailored to each client's unique financial goals and objectives. With a commitment to excellence and a focus on building long-term relationships, they strive to help clients achieve financial success and security.

Wells Fargo Advisors is a leading financial institution located at 180 Glastonbury Boulevard in Glastonbury, Connecticut, United States. As a trusted name in the finance industry, Wells Fargo Advisors offers a wide range of financial services including investment advice, wealth management, retirement planning, and more. With a team of experienced financial advisors, Wells Fargo Advisors is dedicated to helping clients achieve their financial goals and secure their financial future. Visit us today to learn more about our services and how we can help you plan for a successful financial future.

Independent Realty Group - Ellen Cavallo Buccitti is a reputable real estate agency located at 11 Sawmill Road in New Fairfield, Connecticut, United States. With a strong commitment to providing personalized service and expert guidance to clients looking to buy or sell property in the area, Ellen Cavallo Buccitti and her team offer a wealth of experience and knowledge in the real estate market. Whether you are a first-time homebuyer or a seasoned investor, Independent Realty Group is dedicated to helping you achieve your real estate goals with professionalism and integrity. Contact them today to learn more about their services and how they can assist you in your real estate journey.

Sound Portfolio Advisors, LLC is a finance institution located at 28 Cottrell Street in Stonington, Connecticut, United States. Specializing in sound investment strategies and portfolio management, our team of experienced advisors is dedicated to helping clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Sound Portfolio Advisors, LLC offers personalized solutions tailored to your individual needs. Trust us to provide expert guidance and support as you navigate the complex world of finance.

Goldenthal Investment Group - Stifel is a finance institution located at 38 East Main Street in Stonington, Connecticut, United States. As a part of the Stifel Financial Corporation, they offer a wide range of financial services including investment planning, wealth management, and retirement planning. With a team of experienced financial advisors, they strive to provide personalized advice and tailored solutions to help their clients achieve their financial goals. Whether you are looking to grow your wealth, protect your assets, or plan for the future, Goldenthal Investment Group - Stifel is dedicated to helping you navigate the complexities of the financial world.

Joshua D Brown - Ameriprise Financial Services, Inc. is a finance institution located in Stamford, Connecticut, United States. They offer a range of financial services and expertise to help individuals prepare for the expected and unexpected challenges in life. The institution provides complimentary initial consultations for those interested in learning more about their services. The professionals at Joshua D Brown - Ameriprise Financial Services, Inc. hold various certifications and designations, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate their commitment to ethical practices and their expertise in areas such as asset management, estate planning, retirement planning, and investment strategies.

Daniel M. McCabe, LLC is a reputable financial advisory firm located at 1200 Summer Street in Stamford, Connecticut. With a team of experienced professionals, they provide personalized financial planning and investment management services to individuals and businesses. Their mission is to help clients achieve their financial goals and secure their financial future. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Daniel M. McCabe, LLC can provide the guidance and expertise you need. Contact them today to schedule a consultation and take the first step towards financial success.

Newfield, Biondo & Carlino LLC is a leading financial services institution located at 200 Connecticut Avenue in Norwalk, Connecticut, United States. With a team of experienced professionals, they provide a wide range of financial services including investment management, financial planning, and retirement planning. Their personalized approach and commitment to excellence ensure that each client receives tailored solutions to meet their unique financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Newfield, Biondo & Carlino LLC is dedicated to helping you achieve financial success.

Wiggin and Dana LLP is a prestigious full-service law firm located at 281 Tresser Boulevard in Stamford, Connecticut. Our team of highly talented, creative, and experienced lawyers are dedicated to exceeding our clients' expectations on a daily basis. With additional offices in New York, Philadelphia, Washington, DC, and Palm Beach, we provide legal representation to clients across the United States and internationally on a wide range of sophisticated and complex matters. Whether we are defending a Fortune 500 company in high-stakes litigation, assisting innovative inventors in bringing new technologies to market, or preserving the wealth of a family business, we are committed to offering value-driven solutions and achieving successful outcomes for our clients.

The Waterline Group at Morgan Stanley is a prestigious finance institution located at 1 Fawcett Place in Greenwich, Connecticut, United States. With a strong reputation for excellence in financial services, The Waterline Group offers a wide range of investment and wealth management solutions to its clients. With a team of experienced professionals and a commitment to providing top-notch service, The Waterline Group is a trusted partner for individuals and businesses looking to achieve their financial goals.

Crescent Pine Family Office Group is a prestigious finance institution located at One Greenwich Plaza in Greenwich, Connecticut, United States. The institution offers a comprehensive range of financial services tailored to meet the unique needs of high-net-worth individuals and families. With a team of experienced professionals, Crescent Pine Family Office Group provides personalized wealth management, investment advisory, and estate planning services to help clients achieve their financial goals. Whether you are looking to grow your wealth, protect your assets, or plan for the future, Crescent Pine Family Office Group is dedicated to providing expert guidance and support every step of the way.

John D. Eng - Morgan Stanley is a renowned finance institution located at 4 Landmark Square in Stamford, Connecticut, United States. With a strong reputation for excellence and expertise in the financial industry, this institution offers a wide range of services to its clients. From investment banking to wealth management, John D. Eng - Morgan Stanley is committed to providing top-notch financial solutions to individuals and businesses alike. With a team of experienced professionals and a dedication to client satisfaction, this institution is a trusted partner for all your financial needs.

Tweedy, Browne Company is a renowned finance institution located at 1 Station Place in Stamford, Connecticut, United States. With a long history of providing top-notch financial services, Tweedy, Browne Company is known for their expertise in investment management and wealth advisory. Their team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized strategies and sound investment advice. Whether you are looking to grow your wealth or plan for the future, Tweedy, Browne Company is committed to delivering exceptional service and results.

Merrill Lynch Financial Advisor Julia Strayer is located at 301 Tresser Boulevard in Stamford, Connecticut, United States. Specializing in finance, Julia has a strong background in asset management and trust services, having worked with BankBoston's Private Bank before joining Merrill Lynch Wealth Management in 2000. She holds a BA from Ohio State University and an MBA from New York University's Stern School of Business. Julia has been recognized for her exemplary client service and has appeared in various media outlets, including CNBC and CBS. With a team of experienced professionals, Julia is dedicated to building strong client relationships based on trust and personalized service. She offers personalized financial planning services to help clients achieve their goals and manage investment risk. By understanding each client's unique needs and priorities, Julia designs tailored financial strategies to address fluctuations in the market and changes in their lives. Certified in various financial disciplines, Julia is registered to do business in multiple states across the US. Whether you're planning for retirement, buying a home, or funding a child's education, Julia is committed to helping you reach your financial goals and live your best financial life.

Merrill Lynch Financial Advisor Robert Goughary is a premier finance institution located at 2 Pickwick Plaza in Greenwich, Connecticut, United States. With a focus on providing top-notch financial advice and services, Robert Goughary and his team are dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to invest, plan for retirement, or manage your wealth, Merrill Lynch Financial Advisor Robert Goughary is here to help you every step of the way. Trust in their expertise and experience to guide you towards financial success.