March 22, 2012
My work is focused on Wealth Management and Financial Planning for individuals and families. My objective is to help each client achieve their long term financial goals through a detailed analysis of each client’s individual asset base, cash flow needs, risk profile, tax exposure and estate plan. With this customized approach, I construct and manage portfolios as well as help clients plan for college, retirement, home purchases and other major life events.
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I am an Investment Advisor at Resnick Investment Advisors in Westport, CT. I provide fiduciary wealth management and planning services. I am looking to meet other professionals in the area and to establish mutual beneficial business relationships.