Bryn provides individuals and their families with comprehensive wealth management services. A hallmark of his practice is his commitment to delivering a service experience that is both respectful and efficient to each of his clients.
He follows Barnum’s strategic process which starts by learning what is important to you – the goals you have for your personal life style, family, business interests, and charitable legacy. He then develops a comprehensive understanding of your current financial situation. Based on your goals, he works with his team of wealth management specialists to create an integrated set of customized recommendations incorporating investments, retirement planning, risk management, tax minimization strategies and family needs financial planning.
Bryn takes pride in the on-going service and guidance he provides to his clients. Once a family’s financial plan is in place, he takes the time to monitor the plan and makes recommendations as circumstances change. He works to anticipate and solve financial problems and capitalize on financial opportunities that may develop over time.
Two major areas of concern for his clients is accumulating wealth prior to retirement and generating a sustainable source of income throughout their retirement years. Bryn earned the Retirement Income Certified Professional® (RICP®) designation which teaches investment professionals how to create sustainable retirement income for their clients to further enhance his knowledge of these topics. He is also a member of the Connecticut Partnership for Long-Term Care.
Bryn graduated magna cum laude with a degree in finance from Quinnipiac University where he played varsity baseball. Born in Manchester, New Hampshire, Bryn, his wife Danielle and son Hunter are residents of Norwalk, Connecticut.
I am licensed and registered to offer products and services in various states. Licenses and registrations will vary. Domiciled in CT