The Best Financial Advisors in Stamford

Let us help you find the best financial advisor for your needs.

Here is our List of the 10 Stamford Financial Advisor

RZH advisors

We believe the relationship you have with the people managing your wealth is of enormous importance. After all, decisions will be made that will affect your wealth, your lifestyle, your peace of mind, your family, and generations to follow.

At RZH Advisors, this relationship typically starts with a brief phone conversation. If you’re interested in taking our discussion to the next stage, we’ll schedule another lengthier conversation—one that will give you a chance to learn more about us, and give us a chance to start getting to know you.

Our mission is not some abstract ideal, but a pragmatic goal that inspires us and drives us forward.

We seek to fulfill our mission by first examining every facet of your life that may affect your wealth: family, business, lifestyle, retirement, health, philanthropy, dreams, and fears. We develop an understanding of how you live and aspire to live in the years ahead. We learn what matters most to you and your family. We also learn how you feel emotionally about your wealth.

We discuss such vital matters as raising children with affluence, the death of a spouse, retirement, and the value you place on financial security and peace of mind. We also conduct a thorough analysis of all your existing assets.

RZH Advisors One Landmark Square, 11th Floor Stamford, CT 06901

Eagle Ridge Investment Managemen

Eagle Ridge is an independently owned investment advisory firm passionate about serving clients through investments and comprehensive advice. We act as a trusted advisor to our clients in all aspects of their financial lives. Our objectives are aligned with our clients’ – to protect and grow their wealth.

We commit to the improvement of our clients’ financial lives and work diligently to form deep, long-lasting relationships. We strive to understand each client’s complete financial picture including their short and long-term wealth goals. We thoughtfully manage each client’s portfolio to their personal situation rather than take a one-size-fits-all approach.

Eagle Ridge professionals possess a wealth of experience from a variety of backgrounds including portfolio management, security analysis, financial planning and wealth management. All investment research is done in-house with no reliance on Wall Street reports. Using our proven investment process, our focus is on building wealth over the long-term, not trading or speculating for short-term gain.

Eagle Ridge was founded in 2008 by David Tillson and John Knox. Their vision was to create a client-focused firm that based its investments on independent research and process-driven management.

David Laidlaw founded Laidlaw Group, LLC in 1998. Similar to Eagle Ridge, Laidlaw Group was started as a client-focused investment firm using independent research. In 2015, David Laidlaw, David Tillson, and John Knox merged their firms.

5 HIGH RIDGE PARK, SECOND FLOOR STAMFORD,

Asset Management Group, Inc

Asset Management Group, Inc., established in 1983, is a growing, dynamic, privately held company with a well-established customer base. We build long-term relationships with clients and provide them with financial advice and counseling. We are proactive in bringing information and advice to our clients and strive to provide service that exceeds our clients’ expectations.

We offer people a full range of financial products and services. Our associates believe that tax planning, retirement planning, and estate conservation strategies should be a top priority for individuals and families of all ages and income ranges.

Because many people regard financial planning as complex and confusing, they often miss out on many potentially rewarding financial opportunities. They also take unnecessary risks and fail to adequately protect their assets.

That’s where Asset Management Group can help. Our goal is to take the mystery out of investing, managing risk, preparing for retirement, and preserving your wealth. By helping you acquire the information and strategies you need to pursue your financial objectives, we hope to establish long and trusted relationships with our clients.

Here are some of our offerings:

Financial Planning
Estate Planning
College Planning and Funding
Life Insurance
Disability Insurance
Portfolio Management
401(k) & Profit Sharing Plans
SEP-IRA, Roth and Education IRAs
Retirement Planning
Long Term Care Insurance
Medicare Supplement Insurance
Group & Individual Health Insurance
Group & Individual Dental, Life & Long Term Disability Plans

60 Long Ridge Road Suite 305 Stamford, CT 06902

Integra Global Advisors

Integra Global Advisors LLC is an investment advisory firm serving ultra-high net worth families and charitable institutions. Our clients entrust us to serve as stewards of multi-generational family legacies and institutional missions, along with being tasked to structure and implement investment portfolios in line with their investment objectives. An awareness of this dual privilege and responsibility motivates our ongoing commitment to excellence in idea generation and efforts in seeking to deliver value to our client relationships.

In our view, success in navigating a fluid and ever changing investment landscape as well as exceeding client goals is the result of adhering to a set of core beliefs that serve as guiding principles for our firm:

True partnership with our clients is achieved through a fundamental alignment of interests and the removal or mitigation of potential sources of conflict. We believe that this helps ensure objectivity of advice at all times and privileges client interests above all else.

If we are to take seriously our role as trusted advisor, it is imperative that we focus on solving our clients’ most urgent problems, even when they do not directly relate to investment management concerns.

We believe that genuine insight is the product of rigorous analysis and original research, informed by professional experience and tempered by a dispassionate questioning of accepted investment dogma.

In our view, risk management and capital preservation broadly understood are reflexes that must override other investment considerations at all times.

Our clients have a right to expect continuous innovation from us, whether in identifying new sources of investment opportunity, risk diversification, cost reduction or implementing strategies that seek to improve an investment’s tax efficiency.

281 Tresser Boulevard, Suite 401 Stamford,

Jackson, Grant Investment Advisers

Jackson, Grant Investment Advisers, Inc. provides personal portfolio management services to a select high net worth clientele (minimum $5 million). Founded more than 25 years ago, we are regulated by the U.S. Securities and Exchange Commission. We function as “investment counsel,” a type of fiduciary firm that customizes portfolios for clients.

We believe our clients want:

To benefit from expertise dedicated to their present and future needs, desires, and potential
To avoid heroic efforts to beat the market
To organize all of their investment activity into a goal-oriented program to accomplish specific family-focused objectives
And above all else, to be heard, appreciated, and understood

To reflect our organizational approach and the strategic and tactical nature of our mission, we named the firm after Stonewall Jackson, the tactical hero of the South, and Ulysses S. Grant, the strategic victor of the North.

2 High Ridge Park, Stamford CT 06905

5th Street Advisor

We provide bespoke financial advisory services for individuals and businesses seeking an alternative to mass-market offerings. Customized planning, personal attention and sophisticated advice are a given with 5th Street.

As your trusted partner, we integrate goals-based investment management with holistic wealth planning, all provided with an unbiased perspective that is free of any conflict of interest.

We are deeply committed to helping our clients build, grow, and maintain their wealth, while bringing greater clarity and efficiency to the process along the way.

Income and spending habits
Tax sensitivity and liquidity needs
Risk tolerances
Lifestyle
Estate planning goals

5th Street is comprised of experienced money managers and certified financial planners, working directly with you to provide ongoing, adaptive advice.

At many wealth management firms, you will never meet the person actually managing your money. We believe this arrangement underserves clients.

At 5th Street, we believe you are best served by dealing directly with your money manager. Moreover, we believe in educating clients about our investment process because we understand that greater transparency translates into better communication, better decisions, and ultimately greater peace of mind.

34 Fifth Street Stamford, CT 06905

Scholtz & Company

Scholtz & Company provides customized investment management services to individuals and institutions.

We pride ourselves on the delivery of personal attention, protection of our clients’ assets and our track record of returns over the long-term.

Scholtz & Marturet was formed around 1905, as a partnership in Venezuela. The original partners were Mr. Marturet, Jose Henrique Scholtz, and Carlos Arturo Scholtz. Shortly after the partnership’s formation, Mr. Marturet died, and the firm changed its name to Scholtz & Company. Originally, the partnership transacted in a variety of imports and exports to New York, but after a while, the firm chose to focus in on cocoa and coffee. Jose Henrique knew the coffee business well as his father, Jose Henrique Sr., was a coffee roaster in Caracas, Venezuela. A few years later as the business grew, the family moved to Brooklyn, and Scholtz & Company became a coffee and cocoa importer based in New York at 82 Wall Street. The business continued to grow and became a major dealer in the two commodities which eventually led to Carlos Scholtz becoming chairman of the Cocoa Exchange in 1916. During this time, the Scholtz family took roots in Brooklyn. Jose Henrique’s son, Joseph Henry (“Henry”), grew up in Brooklyn and after graduating from MIT, he became a civil engineer for a few years. He then joined the firm and worked there until the late 1970’s.

Scholtz & Company focuses on providing personalized investment management services to its clients. We work with a wide variety of clients, including those who are business owners, retirees, saving for retirement, or going through a major life change such as a divorce or death in the family. Our Portfolio Managers invest assets with an appropriate risk tolerance for each client’s personal circumstances and preferences. We take great pride in the service we provide here at Scholtz & Company which includes:

Customized, individual account portfolio management
Direct contact with an experienced Portfolio Manager
Review of existing investments and appropriate investment strategy
Comprehensive financial planning resources for all stages of life
Detailed portfolio analytics including appraisals, gains/losses and quarterly performance
Acting as one point of client contact for all service needs

107 ELM STREET, FOUR STAMFORD PLAZA, 5TH FLOOR STAMFORD

Sovereign Financial Group

As an independent, family owned practice, our financial advisors pride themselves on delivering integrated and unbiased advice for all of our clients’ wealth management needs.

We are on your side

It is our independence that assures you will receive objective guidance while coordinating your financial planning and investment management advice. Since we are independent and have no product to “push”, we focus on examining your needs, then, finding the solutions that can meet those needs.

In other words…we are your advocate.
All financial planning work is directly overseen by Charles “Chuck” L. Failla, CFP®. In addition to being the President of Sovereign Financial Group, Inc.

As a CERTIFIED FINANCIAL PLANNER™ practitioner, Chuck understands that most cases require a coordinated “team” approach to help ensure all aspects of a client’s financial and estate planning needs are properly coordinated and continuously monitored. Chuck encourages clients to have their current advisors (estate lawyers, accountants, insurance professionals, etc…) liaison with us to be sure we are all working together toward the client’s objectives.
Because of our independent structure, we are able to coordinate and deliver the full spectrum of personal financial services under one roof. This unbiased and holistic approach to financial planning and our adherence to the disciplined financial planning process assures we provide our clients with the tools they need to help reach their goals.

405 Lexington Avenue 26th Floor New York, NY

Liberty Wealth Advisors

Liberty Wealth Advisors is a full-service wealth management firm for high net worth individuals and businesses. We create comprehensive, personalized financial plans to help you toward achieving your unique financial needs and goals. Our professionals have been providing high-end, fully customized wealth management services since 1988.

As an independent and Registered Investment Advisory firm (RIA), we focus over twenty-five years of experience on providing seamless, effective solutions for Wealth Management, Retirement Income Planning, Estate & Legacy Planning, College Savings, Tax Strategies, Charitable Giving and Philanthropy, and more. All client assets are held at an independent third-party custodian, Pershing LLC, a subsidiary of the Bank of New York, which oversees nearly $1 trillion of client assets.

Your financial life is complex, and we take pride in coordinating and simplifying the many aspects of your financial situation. We serve as the central hub to our clients’ entire financial lives, coordinating with external professionals, like lawyers and CPAs, as well as with external advisors, to make sure all aspects of your financial situation are correctly aligned and all working towards achieving the goals that matter most to you.

We deeply value our relationships with our clients and take pride in developing long-term, trusting partnerships with our clients. We believe in operating with honesty, transparency, and integrity, and take pride in adhering to the fiduciary standard.

707 Summer Street, 4th Floor Stamford

The Best Financial Advisors in Stamford

Let us help you find the best financial advisor for your needs.

Income and spending habits

Tax sensitivity and liquidity needs

Risk tolerances

Lifestyle

Estate planning goals

We have listed the Top 10 Financial Advisor in each capital city based on our selection criteria

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