As your “personal CFO” we help you build and navigate a financial roadmap for you, your family, career and goals. We offer holistic advice, give you control of your financial life and work with executives/entrepreneurs to address your financial needs.
Based on your goals, Bryn works with his team of wealth management specialists to create an integrated set of customized recommendations incorporating investments, retirement planning, risk management, tax minimization strategies and family needs financial planning. Bryn takes pride in the on-going service and guidance he provides to his clients. Once a family’s financial plan is in place, he takes the time to monitor the plan and makes recommendations as circumstances change. He works to anticipate and solve financial problems and capitalize on financial opportunities that may develop over time.
Bryn is a CERTIFIED FINANCIAL PLANNERTM professional. Only those who have fulfilled the CFP Board's rigorous requirements can call themselves a CFP® professional. CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest.
Two major areas of concern for his clients is accumulating wealth prior to retirement and generating a sustainable source of income throughout their retirement years. Bryn earned the Retirement Income Certified Professional® (RICP®) designation which teaches investment professionals how to create sustainable retirement income for their clients to further enhance his knowledge of these topics.
He is also a member of the Connecticut Partnership for Long-Term Care. Bryn graduated magna cum laude with a degree in finance from Quinnipiac University where he played varsity baseball. Born in Manchester, New Hampshire, Bryn and his wife Danielle are residents of Stamford, Connecticut.
I am licensed and registered to offer products and services in several states. Licenses and registrations will vary. Please contact this office for further information. Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC (www.sipc.org). 6 Corporate Drive, Shelton, CT 06484, Tel: 203-513-6000
