Experience

Makes all the difference

Planning for Prosperity.  Employing a comprehensive, yet focused, approach to your financial situation, we can provide customized investment strategies designed to help you pursue your individual needs and goals. We view this as an in-depth approach to your investment and financial life – taking into account your total asset and liability needs.

Stephen Bauer

Senior Vice President–Wealth Management

Financial Advisor

Registered States:
  • CA
  • CO
  • CT
  • FL
  • GA
  • MA
  • MD
  • NC
  • NJ
  • NY
  • OH
  • PA
  • RI
  • SC
  • TN
  • TX
  • VA
  • WA

Credentials

  • Senior Portfolio Manager
  • Wealth Advisor
8 Wright Street
3rd Floor
Westport, CT 06880

Email Me