WESTERN CONNECTICUT ESTATE & TAX PLANNING COUNCIL, INC.

Sophisticated high net worth portfolio management process entailing a discretionary advisory approach. I have been working with many affluent families for 25 plus years thru the early stages of wealth accumulation thru retirement income and expense planning and the eventual transfer of wealth via the estate planning process. My prior Wall Street consulting experience and CPA/MBA background compliment my skills as a portfolio manager.