Top financial advisors in Stamford, CT
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
If you have significant assets and are concerned about how estate and gift taxes might affect your wealth transfer, these advisors can help you navigate complex tax rules specific to Stamford, CT. Without focused expertise, you risk costly mistakes that reduce what you pass on to heirs.
- Estate tax strategies. Ask how they approach minimizing estate taxes through trusts, gifts, or other tools tailored to Connecticut's tax environment.
- Gift tax planning. Confirm their experience in structuring gifts to balance tax benefits with your cash flow needs.
- Wealth concentration insight. Look for advisors who understand the local high-net-worth landscape and its impact on your overall plan.
- Coordination with legal counsel. Estate planning often requires close work with attorneys; ask how they collaborate to ensure your plan is comprehensive.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
-
Michael R
Series 65
Stamford, CT
Ridgeview Asset Management Partners, LLC
Michael Robinson in Stamford, CT, specializes in wealth management and tax-loss harvesting, serving high-net-worth clients with a fee structure up to 1.00% annually for taxable core equity accounts. His firm uses rules-based, risk-controlled investment programs and offers customized, discretionary separately managed accounts, differentiating him through a quantitative, tax-sensitive approach and experience as a private company director.
Experience: 7 years
Avg account: $2,423,150
-
Marc D
Series 63, Series 65
Stamford, CT
TIAA-CREF
Marc Defeo in Stamford, CT, offers expertise in general estate planning and retirement plans for business owners, supported by 27 years of experience and Series 63 and 65 designations. Affiliated with the large firm TIAA-CREF, he serves high-net-worth clients with a 0.30% annual AUM fee, providing both financial planning and discretionary managed account programs, which may suit those seeking comprehensive wealth management.
Experience: 27 years
Avg account: $523,144
-
James C
CFP®, Series 63, Series 65
Stamford, CT
JC Capital Advisors Group LLC
James Cook's 20 years of experience and CFP® certification equip him to address estate and gift tax planning for high-net-worth clients in Stamford, CT. His firm, TJT Capital Group, manages $294 million with a focus on asset allocation and ETF selection, offering flat-fee financial planning and independent advice, which may appeal to clients seeking transparent fees and tailored wealth management strategies.
Experience: 21 years
Avg account: $1,165,829
-
Michelle R
Series 65
Stamford, CT
Asset Management Group, Inc.
Michelle Ross offers expertise in retirement income and Medicare planning, which can complement estate and gift tax strategies for clients in Stamford, CT. Her firm, Asset Management Group, Inc., provides discretionary portfolio management with a focus on asset allocation and manager selection, and she offers flat-fee financial planning based on complexity, distinguishing her from advisors with purely AUM-based fees.
Experience: 7 years
Avg account: $3,427,069
-
Elizabeth C
CFP®, Series 63, Series 65
Stamford, CT
Mass Mutual Investors Services
Elizabeth Cleary's 17 years of experience and CFP® certification equip her to address estate and gift tax concerns in Stamford, CT, with specialties in multi-generational wealth transfer and general estate planning guidance. Affiliated with Mass Mutual Investors Services, a large firm offering comprehensive financial planning and asset management, she also brings unique insight as a trustee on an irrevocable life insurance trust, distinguishing her from other advisors.
Experience: 18 years
Avg account: $249,379
Want help finding the right advisor?
Answer a few questions to see advisors matched to you.
Specialized advisors
People also searched
Popular in Stamford, CT
Find advisors by type
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")