ASPETUCK FINANCIAL MANAGEMENT

We are not stockbrokers or mutual fund representatives. Our job is to manage your money, and we have a fiduciary duty to act in the best interest of our clients at all times. Aspetuck Financial Management is a conservative investment management firm specializing in managing retirement assets. Aspetuck is a research-driven firm. We spend most of our time following the markets and researching the factors that impact the global markets and, in turn, our portfolios... Our custodial and brokerage services providers are Charles Schwab institutional Services and TD Ameritrade Institutional. Aspetuck Financial Management is the adviser to your account. Our clients have the ability to check their balances and monitor their accounts on these platforms at all times... Wise Wealth Management - Independent Registered Investment Advisor (RIA) - Meeting the investment and retirement needs of individuals in Westport and Fairfield County, CT. Aspetuck Financial

Also known as: Aspetuck, Aspetuck Financial, Aspetuck Financial Management LLC

Primary location: Westport United States