Principle Wealth Partners
J entered the investment industry in 1993. His knowledge of economic and market conditions enables him to proactively address each client’s unique situation and plan for a broad spectrum of investment, retirement, estate, business succession and charitable planning opportunities. In addition to wealth management, J’s experience includes working as a trader and research associate for a hedge fund and serving on investment committees for nearly 20 years.
J resides in Old Lyme, Connecticut with his wife Tammy, their daughters Elle and Emerson and two dogs Lola and Blue.
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Principle Wealth Partners
Principle Wealth Partners, located in Madison, CT, is an independent wealth management advisory firm specializing in a variety of financial planning services.