Financial Advisory and Securities Trading experience with four major investment banks during four turbulent decades have given me experience and judgement that helps to protect and grow my clients' wealth. My goal is to become a trusted and valued investment advisor to more families, especially those who want to give back to a needy world some portion of their wealth using philanthropic investment vehicles. Office: 203-319-5185 Retirement Planning, Wealth Management, Asset Allocation, Investment Advisory, 401k Rollovers, Mutual Funds, Investment Strategies, Alternative Investments, Financial Advisory, Strategic Financial Planning, Saving for Education, Philanthropic Investment.