Why did you choose Mystic for your business?
I grew up here, and I was lucky enough to start my business serving the Fortune 500 companies that are right here in Connecticut.
Who are your target customers?
A vast majority of our clients are executives and colleagues of about 4 or 5 large companies here and in the Greater Hartford area, those are the core of the practice. But since we have become a nationally recognized practice, we’ve attracted some endowments, and have started to advise some higher net worth families. One clients called because she saw us in the New York Times (on the Barron’s Top 1200 Advisor list).
What is something that no one knows about your business?
I had a mentor when I first started, and he gave me a great piece of advice which has served me incredibly well for the last 20 years. He said “A truly great financial advisor must have the mind of a capitalist and heart of a social worker.” The most important thing people can learn about our practice is that it is as much about the emotional as it is about the math.
What is your favorite thing about Mystic?
So many things! I grew up here on the water, on the beaches; we have twin 9 year-old boys. We fish together. My son Ryan is into sailing, son Conner does therapeutic horse riding. There are so many diverse opportunities for families with kids to take advantage of. Mystic has become a bit - I’ll say it - “tony;” it’s become a cool place to go, with great restaurants. I think it started when the Kardashians came. It’s been written about so much as the “seaside community that no one knows about” that now it’s the seaside community that everyone knows about!
What is your favorite Mystic business besides your own and why?
There’s quite a few - Big Y is awesome for us, it’s right around the corner, and they do a great job from a ‘bigger business’ perspective. We love all the shops downtown, we try to shop local. Red 36 is great for us to go to, we love to go out and sit on the river for dinner. Our boys are growing so we are always at Tidal River Clothing Co., we’ve bought so much there and exchanged there, they’ve been great.
What’s ahead for Coastal Wealth Management?
C’mon down to our new building in Mystic at 56 Williams Ave in Mystic, say hello. We’re having an open house on June 3rd from 3:00 pm to 6:00 pm, our roof deck will be open and we’ll be having an art show!
Coastal Wealth Management will also be hosting a Mystic Chamber Business After Hours on August 10th. Registration link to be sent out soon!
Forbes Best-in-State Wealth Advisors – 2018 - 2021
Barron’s Top 1200 Advisors State by State – 2017, 2018, 2020, 2021
Financial Times Top 400 Advisor – 2018 - 2020
Chairman’s Advisory Council - Top 90 Advisors at Ameriprise, 2017 - 2021
Ameriprise Financial Services, LLC.
56 Williams Ave., First Floor
Mystic, CT 06355
O: 860.245.0251 | F: 860.245.0252
628 Hebron Ave., Ste. 301
Glastonbury, CT 06033
O: 860.430.1780 | F: 860.430.1121