Dockside Wealth Advisors, LLC, is a fee-only RIA, providing financial planning and investment management.
Welcome to Dockside Wealth Advisors, LLC, a fee-only Registered Investment Advisor (RIA) based in Connecticut. While our clients—high-level executives, successful professionals, and retirees—have a wide variety of financial needs and goals, for many others, they are simply seeking to continue to support their lifestyle into retirement, manage their finances efficiently, or to invest as wisely as possible.
With decades of experience as a trusted advisor, we provide financial planning and investment management services. Our clients prefer the close and personal attention they receive by working with a firm our size. We help them make informed decisions through meaningful education.
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