Surrounded by the scenic beauty of Fairfield County, our Ridgefield, CT office offers a calm and welcoming setting for clients seeking financial clarity and growth. Ridgefield’s charm and close-knit community reflect the values we prioritize in serving our clients. Here, our advisors work with individuals, families, and businesses to create financial strategies that align with their unique life stages and goals. With a strong focus on education and personalized service, our Ridgefield team provides tailored solutions in estate planning, business continuity, and financial strategies that go beyond traditional planning.
Ridgefield, CT
Connecticut OfficeA Scenic Setting for Clarity & Confidence
Andrew Lavoie
Financial Advisor
Maddy Pidel
Financial Representative
Marc Smith, RICP
Financial Advisor
Richard Cristodero
Client Care Coordinator
Zack Pumerantz
Financial Advisor
Zak Smith
Financial Representative