and providing a high level of client service. Benchmark Wealth Management operates as a fiduciary Registered Investment Advisor, ensuring that client interests are at the forefront of their service. It is based in Old Lyme, Connecticut. In September 2024, Benchmark Wealth Management was acquired by...
TIFIN Wealth primarily serves wealth management firms and financial advisors seeking to enhance their client engagement and personalization. It was founded in 2019 and is based in Boulder, Colorado. Headquarters Location 2440 Junction Place Suite 300 Boulder, Colorado, 80301, United States Suggest an...
Her firm designs bespoke marketing campaigns for leading wealth-management firms, fintechs, and family offices; campaigns that strengthen brand value and drive client acquisition. Recognized as an IBM “influencer,” she is a regularly-featured source of expertise, contributes to Capgemini’s World ...
Jean Wilczynski, CFP® is a financial advisor in our Connecticut office. She helps individuals and families achieve their most important financial goals. Jean is a Coast Guard veteran with experience in financial management as well as investor and public relations for public and private companies...
The Markey Group Named Forbes Best-In-State Wealth Management Team in Connecticut Services Include Wealth ManagementFootnote1 Financial PlanningFootnote2 Planning for Education FundingFootnote3 Retirement PlanningFootnote4 Qualified Retirement PlansFootnote5 ...
Green Pastures is an independent investment advisory firm established in 2003. We love our independence and we have built a firm where clients' needs come first. We get to help people every day, free and clear of the sales pressure and conflicts of interest prevalent with Wall Street firms. ...
“Fair international taxation is not just a topic of choice for progressive economists, but a key concern at the very heart of macroeconomic management today,” Brazilian finance minister Fernando Haddad said during an IMF event in Washington. “Without international cooperation, there is a limit to...
His move represents the 19th new client advisor arrival that Alex Brown has welcomed within the last year. The division has recruited advisors with a collective $3.7 billion within the past 12 months. Advisors have joined from various firms, including UBS, Merrill Lynch, Fidelity, Wells Fargo, ...
increasingly popular retirement hotspots for New York and California millionaires, with wealth growth of 93% over the past decade. Furthermore, a large number of affluent individuals are choosing to live and operate from this area post-Covid, especially those in the fund management and ...
Degawa has more than 30 years of experience and has held several leadership positions with global asset management firms, including president and representative director of BlackRock Japan. Cambridge Associates brought back Audrey The-Dumas as managing director in its Singapore office. The-Dumas is ...