Financial Planners in Cannondale, CT

Coastal Bridge Advisors is a registered investment advisor dedicated to providing discerning individuals and families with sophisticated advice and high

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting

Main Street Resources is a private equity firm comprised of entrepreneurs, executives and investors who provide investment capital and resources to compani

Bill is the Managing Director and Principal of the Robertson Stephens Westport office. With over 15 years of experience in the financial services industry a

Meghan is the Managing Director and Principal of the Robertson Stephens Westport office. She brings nearly two decades of experience in financial services a

The Robertson Stephens Westport office believes wealth management is more than just investments – it’s personal. We aim to transform the wealth manageme

Founded in 1996, Iridian Asset Management LLC is an equity management firm, serving several institutional investor communities. These include foundations a

Sean is dedicated to understanding your financial needs and developing a plan that will help you work towards your goals. Along with building trust-bas

With more than 35 years of investment experience behind him, Robert has the depth of knowledge and skills to help you reach your goals through a customiz

Most multi planner practices tend to BE “generalists. ” being proficient AT a number of pieces of the financial puzzle. YET being an expert AT NONE……THAT