Nicolaysen Wealth Partners

Belpointe Asset Management, based in Greenwich, CT, is a registered investment advisory firm that combines the personalized service of a boutique firm with the extensive investment and wealth planning capabilities of a global leader. With a team boasting over two centuries of collective experience, Belpointe offers a comprehensive range of investment options and dynamic wealth planning services tailored to meet the diverse needs of individual and institutional clients. The firm emphasizes a holistic approach to financial management, integrating investment strategies with tax planning, estate preservation, and risk management to alleviate the pressures of decision-making for clients. Recognized as one of America's top RIA firms by Forbes and USA Today, Belpointe is committed to building long-term relationships and fostering collaboration among financial advisors to enhance client service and investment success. Generated from the website

The Dowling Group is an independent family business based in Greenwich, CT, with over 40 years of experience in providing excellent financial services and advice to their neighbors. They are driven by their mission to deliver personalized financial plans that cater to the unique needs and goals of each client, offering services such as tax preparation, financial planning, investment management, and family office solutions. Committed to making a positive impact, the Dowling Group partners with Ethic, a tech-driven asset manager, to align clients' investment portfolios with their social values and beliefs, addressing issues like climate change, women's rights, racial justice, and corporate ethics. As an independently owned and operated firm, they follow the fiduciary standard, ensuring unbiased financial advice for their clients.Generated from the website