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Financial advisors for family wealth transfer in Connecticut

All 90 advisors

Fee-only advisors for family wealth transfer in Connecticut: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
Michael Sondag Main Street Research Lakeville Not listed Percentage of assets
Roman LeFebure Main Street Research Lakeville Not listed Percentage of assets
Scott Dynan Round Rock Advisors Wilton Not listed Percentage of assets, Fixed fees
Stephanie Andersen Main Street Research Lakeville Not listed Percentage of assets
Alyse Uzarski Kreitler Financial New Haven Not listed Percentage of assets
Clay Skurdal RiskBridge Advisors Norwalk Not listed Percentage of assets, Hourly
Craig Pfeiffer RiskBridge Advisors Norwalk Not listed Percentage of assets, Hourly
Joshua Kaufman RiskBridge Advisors Norwalk Not listed Percentage of assets, Hourly
Michael Fredericks RiskBridge Advisors Norwalk Not listed Percentage of assets, Hourly
Patrick Clark Charter Research & Investment Group Southport Not listed Percentage of assets, Fixed fees
Paul Lynch Greenwich Wealth Management Greenwich CFA Percentage of assets, Hourly
Paula Luciani Charter Research & Investment Group Southport Not listed Percentage of assets, Fixed fees
Ryan Bolanos RiskBridge Advisors Norwalk Not listed Percentage of assets, Hourly
William Dunn Charter Research & Investment Group Southport Not listed Percentage of assets, Fixed fees
Eric Anderson HFM Wealth Management Hartford Not listed Percentage of assets, Hourly
Ivy Alexander RZH Advisors Stamford Not listed Percentage of assets, Hourly
Jean-Paul Atallah RZH Advisors Stamford Not listed Percentage of assets, Hourly
Jen Nowitzke HFM Wealth Management West Hartford Not listed Percentage of assets, Hourly
Jeremy Garskof HFM Wealth Management West Hartford Not listed Percentage of assets, Hourly
John Mallozzi Bourgeon Capital Management Darien Not listed Percentage of assets, Fixed fees
Kevin Quiros HFM Wealth Management West Hartford Not listed Percentage of assets, Hourly
Rafael Quiros HFM Wealth Management Hartford Not listed Percentage of assets, Hourly
Richard Hall Bourgeon Capital Management Darien Not listed Percentage of assets, Fixed fees
Bradley Riccardi Integra Global Advisors Stamford Not listed Percentage of assets, Performance-based fees
Christopher Parker Greenwich Wealth Management Greenwich Not listed Percentage of assets, Hourly
Daniel Sullivan Greenwich Wealth Management Greenwich Not listed Percentage of assets, Hourly
Denton Jones Greenwich Wealth Management Greenwich Not listed Percentage of assets, Hourly
Evan Finkel Integra Global Advisors Stamford Not listed Percentage of assets, Performance-based fees
Francis Gilbride Greenwich Wealth Management Greenwich Not listed Percentage of assets, Hourly
Harriet Parker Greenwich Wealth Management Greenwich Not listed Percentage of assets, Hourly
Harry Figgie Greenwich Wealth Management Greenwich Not listed Percentage of assets, Hourly
Howard Case Founders Capital Management Hartford Not listed Percentage of assets
Jackson Kleinert Greenwich Wealth Management Greenwich Not listed Percentage of assets, Hourly
John Sullivan Integra Global Advisors Stamford Not listed Percentage of assets, Performance-based fees
Matthew Stevens Integra Global Advisors Stamford Not listed Percentage of assets, Performance-based fees
Patrick Terrion Founders Capital Management Hartford Not listed Percentage of assets
Robert Longsworth Greenwich Wealth Management Greenwich Not listed Percentage of assets, Hourly
Thomas Roth Integra Global Advisors Stamford Not listed Percentage of assets, Performance-based fees
William Nichols PUREfi Wealth Greenwich Not listed Percentage of assets, Hourly
Brian Herbst The Herbst Group Westfort Not listed Percentage of assets