Financial Advisors in Greenwich, Connecticut (Fairfield County)

Laura Sundquist, CFP, CPA
Sage Financial Design is a financial planning and investment advisory firm that provides fee-only services. This firm serves individuals, trusts, estates and corporations.Services offered include assistance with college funding, trust services, retirement planning, financial planning, investment management, estate and tax planning and preparation, personal injury settlement analysis, succession planning, business consulting and philanthropic planning and planned giving.Most clients are on an annual retainer, but the firm also offers consultations on an hourly basis.... See More

Martha Kapouch, BA, MBA
We opened and continue to operate our firm (founded in October 1996)out of our home. We believe that sharing our home setting is a natural way to establish to trust relationship that is critical to the relationship between a financial planner and the client.... See More

Robert Roy, CFP, ChFC
We are a fee-only boutique financial planning firm located in Glastonbury, CT. We specialize in personal financial planning for individuals and families with $1 Million or more of investable assets. We utilize an attentive, pro-active approach that includes regularly scheduled meetings to review your situation and make adjustments as needed over time. All recommendations are developed from a holistic approach that takes into account each client's values, needs and desires.... See More

We provide Fee Only wealth management services which includes Retirement Planning, Budget and Forecasting, Estate Planning, Tax Planning and portfolio construction models.

Specializing in Retirement Scenarios which include 401k, 403b, IRA Rollovers, Stock options and pension distributions.... See More

Mark Briggs, CFP, CPA/PFS
We are a fee only comprehensive financial planning firm located in Glastonbury, Ct. that works with many families such as yours.
Briggs Wealth Management, Inc. has consistently provided high quality advice and planning for all of the life cycle events that you may face. These events include retirement planning, college planning, estate and succession planning. These solutions include comprehensive wealth management services for clients with investable assets in excess of $1,000,000.
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WealthShape is a Connecticut based independent investment advisory firm built on innovation, fiduciary responsibility and the real world application of research. We combine modernized financial planning from CFP® professionals with scientific portfolios designed to reward investors based on factors that historically drive return. Offices in West Hartford, Windsor, Rocky Hill, and Shelton CT.... See More