We believe there is a better approach to managing your wealth that isn't available at most financial institutions. Our goal is to provide you with the most straightforward, honest, and unbiased advice possible by operating from an independent structure. At PWM, we understand the perspectives from both sides of the table, enabling us to craft defined
Susan Valle —
Critical: Professionalism, Quality, Responsiveness, Value
Check his record he has been fined from Bank of America and
Elana M. Muzzey is a CERTIFIED FINANCIAL PLANNER professional and Enrolled Agent with 15 years experience in the financial services field. In 2013, 2014, 2015, 2016 and 2017 she was named a Five Star Wealth Manager by Connecticut Magazine*. In addition to financial planning and wealth management, she also prepares individual tax returns.
Elana received