Stamford, CT Office
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Abundant Wealth Management LLC
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Firm-wide stats for Abundant Wealth Management LLC
About
Abundant Wealth Management LLC provides discretionary portfolio management and financial planning to individuals (including high-net-worth clients), pension and profit-sharing plans, charitable organizations, and business entities. The firm manages about $244 million for roughly 187 clients and operates with a small advisory team.
The firm applies Modern Portfolio Theory and a long-term trading approach, documenting client objectives and risk tolerance in individualized Investment Policy Statements and conducting regular portfolio monitoring. Portfolio management clients receive a comprehensive financial plan at no additional cost, and financial planning is also available as a standalone service.
Noteworthy features include a bi‑weekly newsletter, “Advisor Stream,” that is included with client services, a practice that is uncommon among peers. Several supervised persons are also licensed insurance agents and registered representatives and may receive commissions for insurance product sales (a disclosed conflict); the firm also requires use of SEI Private Trust Company as custodian and does not aggregate trades across client accounts, which can affect execution and pricing.
Based on Abundant Wealth Management LLC
Location
700 Canal Street, Serendipity Labs
Stamford CT 06902
Advisors at this office
2
Advisors at this office
Francis B
CFP®, ChFC®, Series 63
Stamford, CT
Abundant Wealth Management LLC
Francis Brown is a CFP® and ChFC® with 32 years of industry experience. He is currently with Abundant Wealth Management LLC, where he has worked since 2018. Prior to this, he held roles at TLG Advisors, Inc., The Smith Company, Inc., and The Leaders Group Inc. Outside of his advisory work, he serves as President and Founding Partner of Abundant Insurance Services and also provides individual tax preparation services. Abundant Wealth Management LLC provides discretionary portfolio management and financial planning to individuals, pension and profit-sharing plans, charitable organizations, and business entities. The firm emphasizes Modern Portfolio Theory and long-term investing, offering comprehensive financial plans and a bi-weekly newsletter, “Advisor Stream,” as part of its client services.
Brendan A
Series 65
Stamford, CT
Abundant Wealth Management LLC
Brendan Azoff is a financial advisor at Abundant Wealth Management LLC in Stamford, CT, holding a Series 65 designation with two years of industry experience. Prior to joining Abundant Wealth, he worked at TLG Advisors Inc and has a background including roles in healthcare staffing. Outside of advisory work, he is also an independent insurance agent, licensed to solicit and sell fixed life and annuity products. Abundant Wealth Management LLC provides discretionary portfolio management and financial planning services to individuals, pension plans, charitable organizations, and businesses. The firm manages approximately $244 million for around 187 clients and employs a long-term investment approach based on Modern Portfolio Theory, offering comprehensive financial plans along with a bi-weekly client newsletter.
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