WEALTH CONSULTANTS

We have been preserving family wealth through life insurance and estate tax savings in Greenwich, New Canaan, and surrounding towns in Fairfield County, Connecticut for more than 25 years. We specialize in life insurance based tax-efficient solutions to ensure our client's retirement income doesn't die before they do; and in estate tax saving solutions that maximize the value of multi-generation family wealth... While each of our clients confront unique challenges, they all have one thing in common: They want competent innovative solutions from caring, experienced, and meticulous professionals. Our clients look to us to preserve their family wealth and guide their family legacy decisions. We know from experience that those who already have excellent legal, tax, and investment advisers, benefit most from our analysis and recommendations... Specializing in tax-efficient wealth preservation servicing Greenwich, New Canaan, Westport, Stamford, and surrounding towns in Fairfield County,..

Also known as: Wealth Consultants, Inc.

Primary location: Stamford United States