Larchmont Wealth
Likely to Engage tag.Highly Engaged Employees

Finance · New York, United States · 11-50 Employees

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Overview

Headquarters

1940 Palmer Ave, Larchmont, New York, 10...

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Larchmont Wealth

Larchmont Wealth is a financial advisory firm founded by Pat Haggerty, who has over 20 years of experience in helping families and professionals navigate their financial lives. The company focuses on empowering clients through education, simplifying complex financial topics, and providing personalized financial plans that address retirement planning, investment strategies, and major life transitions. Larchmont Wealth emphasizes a client-first approach, ensuring that each financial strategy is tailored to the individual's goals and circumstances. Their mission is to help clients achieve lasting financial clarity by turning financial goals into actionable plans.Explore more
Larchmont Wealth's Social MediaPopular SearchesLarchmont WealthLarchmont Wealth ManagementSIC Code 62,628NAICS Code 52,523Show more

Larchmont Wealth Org Chart

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Junior Partner, Financial Advisor

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Personal Assistant

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Larchmont Wealth

<$5M
11-50
Private
-
2020
ZN
Zachary NedellJunior Partner, Financial Advisor
$9.5M
11-50
Private
-
2011
N/A
<$5M
1-10
Private
-
2021
LP
Leah PaireManager, Client Success
<$5M
1-10
Private
-
2022
N/A
<$5M
1-10
Private
-
2021
JM
Jason McConnaughayManager, Operations
<$5M
1-10
Private
-
-
RT
Rosey TamkinManager, Business Office
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Larchmont Wealth is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Larchmont Wealth is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Larchmont Wealth.

Larchmont Wealth Tech Stack

A closer look at the technologies used by Larchmont Wealth

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Frequently Asked Questions Regarding Larchmont Wealth

What is Larchmont Wealth's official website?
Larchmont Wealth's official website is www.larchmontwealth.com
What is Larchmont Wealth's Revenue?
Larchmont Wealth's revenue is <$5 Million
What is Larchmont Wealth's SIC code?
Larchmont Wealth's SIC: 62,628
What is Larchmont Wealth's NAICS code?
Larchmont Wealth's NAICS: 52,523
How many employees does Larchmont Wealth have?
Larchmont Wealth has 11-50 employees
What industry does Larchmont Wealth belong to?
Larchmont Wealth is in the industry of: Finance, Securities Trading
What is Larchmont Wealth competition?
Larchmont Wealth top competitors include: Two Rivers Wealth Management, jwk financial, Monocacy Wealth Management, Glasscock Financial
What technology does Larchmont Wealth use?
Some of the popular technologies that Larchmont Wealth uses are: JetPack
What does Larchmont Wealth do?

Larchmont Wealth is a financial advisory firm founded by Pat Haggerty, who has over 20 years of experience in helping families and professionals navigate their financial lives. The company focuses on empowering clients through education, simplifying complex financial topics, and providing personalized financial plans that address retirement plannin... g, investment strategies, and major life transitions. Larchmont Wealth emphasizes a client-first approach, ensuring that each financial strategy is tailored to the individual's goals and circumstances. Their mission is to help clients achieve lasting financial clarity by turning financial goals into actionable plans.Read More

What are Larchmont Wealth social media links?
Larchmont Wealth Linkedin page
Is Larchmont Wealth a public company?
Larchmont Wealth is private company therefore does not currently have an official ticker symbol
See more information about Larchmont Wealth

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