Distance Metro area (25 miles)
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
I am an Investment Advisor working at Altium Wealth Management LLC in Purchase, NY and have over 40 years of experience in the investment business.
Assisted by members of the Altium team, I help my clients get "clear and confident" about their financial future by advising them on investment strategies and philanthropic planning ideas that let them connect with their passions.
Having been in the business over many cycles, I am looking to educate my clients on what I've learned so that they don't have to make the same mistakes I did.
Seaver Wang (CRD# 4643543) is an Investment Advisor Representative, Portfolio Manager and President of Karagosian Financial Services, Inc. in New York, NY and has over 18 years of experience in the finance industry. Karagosian Financial provides research-driven portfolio management that allow clients to customize their investments beyond what is typically offered from other financial advisors.
Scholtz & Company is an investment management firm which provides customized investment services to individuals and institutions. Specifically, Scholtz & Company manages its clients' individual investment accounts to help build and maintain a bright financial future. At Scholtz & Company, we are committed to building lifelong client relationships by providing exceptional service, personalized portfolios and superior long-term performance. These are goals we have been successfully achieving since our firms beginning.
Matthew Greene (CRD# 2130818) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Norwalk, CT and has over 26 years of experience in the finance industry.
Michael Madigan (CRD# 4832759) is an Investment Advisor Representative working at Sound Financial Management, LLC in Norwalk, CT and has over 12 years of experience in the finance industry. Michael Madigan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Craig Meadows (CRD# 1683093) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Norwalk, CT and has over 30 years of experience in the finance industry.