Connect with Top-Rated Financial Planners in Greenwich!

NorthCoast Asset Management is a financial advisory firm specializing in quantitative research and the construction of risk-managed portfolios. With a focus on data and discipline, the firm delivers innovative investment solutions tailored to meet the broad wealth management goals of clients in any stage of investing. Their approach involves a thorough analysis of risks and opportunities, utilizing comprehensive sets of data to discover, interpret, and communicate meaningful patterns and trends.

Sage is a full-service executive recruiting and advisory firm for the global financial service industry, working with clients throughout the US and Europe. We identify and evaluate top talent solutions at all levels of seniority and across all functions and strategies. Our expertise, professional network, and extensive database of talent result in the ability to tackle any recruiting effort in a comprehensive and timely manner, focusing on financial services, technology, media, and telecom, business services, healthcare, and more.

The Wealth Advisor Group is a boutique financial planning and advisory firm, based in New York City, that provides personalized financial planning, investment, and insurance services to individuals, families, business owners, entertainers, actors, and world-class athletes. With over 30 years of experience, Richard Sweet, CFP, and his team take a holistic approach to financial planning, partnering with clients to develop customized long-term plans that address their unique goals and objectives. They offer expert guidance on retirement planning, life insurance, estate taxes, and long-term care, helping clients make informed decisions to achieve financial peace of mind.