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
Barron Financial is a personal wealth management firm that was founded on the principal of providing independent, objective financial advice to our clients. We manage or oversee more than $75 million in client assets and maintain low client-to-advisor ratios which we believe is critical to delivering personalized, best-in-class wealth management services for our clients.
For Lindsey Allard, a successful day is one in which she has the opportunity to go above and beyond for clients and exceed their expectations. What she enjoys most is her daily interactions with clients and seeing first hand how the BWC team can make a difference in their lives.
As an Accredited Wealth Management AdvisorSM , Lindsey provides financial planning solutions and investment strategies to individuals and their families. She also manages the implementation and daily operations of the firm’s Alternative Investments area for the high net worth client base. In addition to her role as...
Michael Choniski (CRD# 6227226) is an Investment Advisor Representative and founder of Trendhaven Investment Management, LLC in Brookfield, CT.
Investment Type: Conservative Alternative
Investment Goal: Absolute Return / Wealth Preservation & Growth
Investment Approach: Active Management / Trend Following
Investment Vehicle: Separately Managed Accounts
Account Types: Individual, Joint, Retirement, Trust, Other
Custodian: First Clearing (a Wells Fargo affiliate)
Minimum Investment: $100,000
A Trendhaven managed account is a Conservative Alternative Investment which may be a...