Hi, my name is Lee Rawiszer. I am a veteran Westport, Connecticut, financial advisor who primarily serves high-net-worth clients.
As the managing principal of Paradigm Financial Partners, I strive to provide advice tailored to clients in different stages of life. My clients range from physicians and small business owners to professional athletes and entertainers. I also collaborate with National Financial Partners Corp. in offering integrated solutions that include investment and asset-allocation analysis which provides access to quality insurance products and works with my client’s accounting and legal teams to help them achieve their goals.
My hands-on management approach considers the full range of retirement and legacy-planning strategies. My income-planning pathways utilize a number of alternative investment vehicles. A key emphasis is on preserving and maximizing wealth during the retirement years and through the generations that follow.
No comments:
Post a Comment