BENCHMARK WEALTH MANAGEMENT

Our clients expect and deserve the highest level of personalized service and care. We truly strive to set the benchmark. To support this commitment, we limit our relationships accordingly such that we can deliver proactive planning, investment management and concierge-level client service consistently and dependably... It's not transactional. We are about numbers, but it's not the only, nor the most important, core tenet. The depth and trust of the relationship is the crux of it all - the foundation of everything we do. We don't do things halfway. We are all in. You will hear from us on a regular basis and we expect the same from you. We become a part of your lives, because, as we see it, that's the only way. We are about giving you (and us) the best relationship experience possible. Only then are we able to fully do our job of helping you reach your goals... We've made a habit of doing good for others part of our business philosophy. Where and when we can, we are committed to..

Also known as: Benchmark Wealth Management, LLC

Primary location: Old Lyme United States