Financial Services
Tailored Wealth is a modern wealth advisory firm that specializes in helping business leaders, executives, and high-income professionals optimize their financial lives so they can live purposefully — not just someday, but today. We combine forward-thinking financial strategies with advanced technology and white-glove service to deliver a comprehensive, personalized approach to wealth management.
Our expertise includes tax reduction planning, equity compensation strategy, retirement readiness, investment management, and long-term financial independence planning. Whether navigating stock options, preparing for a major liquidity event, or simply ensuring your wealth is working as hard as you do, we help clients align their financial resources with what matters most.
What makes Tailored Wealth different? We act as a strategic partner — not just investment managers. Our clients are smart, busy professionals who don’t want a generic plan. They want proactive, intentional guidance they can trust.
Based in Fairfield County, we proudly serve clients locally and nationwide. As an active part of the community, we are committed to financial education and empowerment, giving back through local nonprofits, mentoring programs, and civic involvement.