Creative Planning

Paluch Claudia - Benemark Insurance & Employee is a wealth management firm located in Westport, Connecticut. With a team of experienced wealth advisors, they offer comprehensive financial planning and investment advisory services to help clients protect and grow their wealth. Their expertise extends beyond investment portfolios, as they also provide guidance in areas such as tax and estate planning, trust services, insurance coverage, and more. At Paluch Claudia - Benemark Insurance & Employee, their goal is to help clients connect all the dots of their financial life. They understand that building wealth is not just about achieving high returns, but also about preparing for major taxable events, having a complete estate plan, and implementing a solid retirement and business succession strategy. With a customized approach tailored to individual timeframes and objectives, their wealth advisors work closely with clients to provide actionable asset allocation advice and create new life experiences.Generated from the website

The Dowling Group is an independent family business based in Greenwich, CT, with over 40 years of experience in providing excellent financial services and advice to their neighbors. They are driven by their mission to deliver personalized financial plans that cater to the unique needs and goals of each client, offering services such as tax preparation, financial planning, investment management, and family office solutions. Committed to making a positive impact, the Dowling Group partners with Ethic, a tech-driven asset manager, to align clients' investment portfolios with their social values and beliefs, addressing issues like climate change, women's rights, racial justice, and corporate ethics. As an independently owned and operated firm, they follow the fiduciary standard, ensuring unbiased financial advice for their clients.Generated from the website