Dockside Wealth Advisors, LLC

Dockside Wealth Advisors, is a fee-only Registered Investment Advisor (RIA) based in Connecticut. 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 understand and respond to their specialized needs.  We will help you develop and maintain an overall financial strategy designed to address all aspects of your financial life.

Since 1991, the firms' founder has written hundreds of comprehensive financial plans (this firm was founded in 2005). Focused on the unique financial challenges of our clients, our Clear Horizons Financial Planning service applies customized strategies designed to encompass your financial and investment objectives, personal risk tolerances, demographics, and your own personality, preferences, and life goals. With the primary goals of preserving your life savings, growing your wealth, and protecting your lifestyle, our recommendations and guidance will be based on the complex combination of your financial needs, current legislation, changing tax rules, and economic and market shifts that impact your plan's potential for success. 

Contact us today to learn how Dockside Wealth Advisors, can help you preserve and grow your wealth. We will deliver an exceptional experience that, after every meeting or conversation, leaves you with financial peace of mind and the confidence that you're on the right path to achieve your financial goals.

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Advisors at this Office

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This Office

4 Research Dr Ste 402 Shelton, CT 06484-4312 Phone: (203) 922-1192

Primary Office

4 Research Dr Ste 402 Shelton, CT 06484-4312 Phone: (203) 922-1192