D Harris, AGT - Acuity Capital Management LLC

Founded in 1989, GenSpring Family Offices is an asset management advisory firm. It offers investment, asset allocation strategy, manager selection and performance reporting services. The firm provides family member education and wealth monitoring solutions. GenSpring Family Offices employs a staff of various professionals, such as accountants, lawyers, financial planners and analysts. It also offers a range of tax and estate planning services. The firm provides several risk management solutions, such as life insurance evaluation and acquisition and personal liability assessment. Headquartered in Palm Beach Gardens, Fla., GenSpring Family Offices operates locations throughout the United States. Additionally, it offers philanthropy services, such as charitable structure identification and implementation, gift administration, portfolio review and reporting. The firm maintains a location in Greenwich, Conn.

Truist Wells is a financial services firm based in Greenwich, CT, offering a range of investment and wealth management solutions to individuals and businesses. With a focus on personalized financial planning and strategic investment advice, Truist Wells aims to help clients achieve their long-term financial goals and secure their financial future. Generated from their business information