Pinnacle Trust Partners LLC

Stanwich Partners LLC is a private equity investment company located in Wilton, Connecticut, focusing on identifying and pursuing new investment opportunities. The firm emphasizes confidentiality and routinely collaborates with intermediaries while managing its own negotiation processes. In addition to seeking investment opportunities, Stanwich Partners is open to discussions with prospective investors about aligning with their investment criteria. The company welcomes introductions accompanied by relevant financial data and information about products or services. Generated from the website

YHB Investment Advisors was founded in 1989 to offer client-centric investment management services for both individuals and institutions. As fiduciaries, we are legally bound to provide advice and guidance that we believe will be best for you and your financial needs. Established as an independent registered investment advisor, we have greater latitude to utilize an array of financial solutions to meet each person’s needs. With a long-term investor mindset, our strategies and portfolios are built around individual stocks and bonds offering a transparent investment approach. YHB was created to help individuals, families, and organizations build wealth and establish paths to share that wealth with future generations.

Established in 1956, The Roland Dumont Agency offers a range of investment options. Its staff provides assistance with coverage analysis, loss prevention and claims management tasks. Its staff includes more than 25 insurance personnel and a support team. The agency provides insurance coverage for businesess, homes, automobiles and lives. It also provides financial guidance and real estate services. The company operates Dumont and Daley Investment Services, which offers estate settlement, retirement and education planning options. Dumont and Daley Investment Services also provides various investment options and fixed and variable annuities. It also assists in the preparation of long-term financial plans. The Roland Dumont Agency offers individual and group health insurance plans. It represents several companies, including CNA Insurance, OneBeacon Insurance, The Hartford, Safeco Insurance and Infinity Insurance.