Dockside Wealth Advisors
Finance · Connecticut, United States · 1-10 Employees
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Overview
Headquarters
7 Bruce Dr, Shelton, Connecticut, 06484,...Phone Number
(203) 922-1192Website
www.myfinancial.proRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Jan
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ZI Rank
1
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About Dockside Wealth Advisors
myFinancialPro, LLC offers personalized financial planning, investment management, and private wealth services, focusing on families within five years of retirement. With over 30 years of experience, they provide bespoke wealth management solutions, ensuring clients receive direct attention from a certified financial planner rather than junior associates. The firm emphasizes a human-centered approach, integrating financial guidance with clients' values and life goals. They limit their practice to 50 families to maintain a high level of concierge service and align their incentives with clients' financial success.Explore more
Dockside Wealth Advisors Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Dockside Wealth Advisors
<$5M
1-10
Private
-
2005
SL
Stephen LupkasPrincipal and Founder and Senior Financial Advisor
Company Profile Activity
Activity Insights
Dockside Wealth Advisors is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Dockside Wealth Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Dockside Wealth Advisors.
Dockside Wealth Advisors Tech Stack
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myFinancialPro, LLC offers personalized financial planning, investment management, and private wealth services, focusing on families within five years of retirement. With over 30 years of experience, they provide bespoke wealth management solutions, ensuring clients receive direct attention from a certified financial planner rather than junior asso... Read More
