As an advisor with The Linke-Pearson Group in Stamford; we have had the privilege of serving some of the top business leaders throughout the north east.

My team and I strive to be the first and last phone call that clients ever need to make. It is our belief that clients come to us for the investment advice and knowledge, but stay with us for our service model and financial strategies. We know that it takes more than one advisor to give clients the very best in service. We believe clients deserve a team based approach.

Each senior advisor on our team focuses on a single area of the practice. Rather than build a practice of generalists, we offer tailored advice on issues ranging from a simple checking account to complex lending, investment and estate needs. Our advisors have in-depth knowledge around Private Wealth Management, Institutional Retirement and Endowments/Foundations/Non-Profits. Clients have come to expect the very best. Our aim is to deliver nothing short of just that.

We serve five primary roles; Personal Banking Liaison, Wealth Management Planner, Investment Advisor, Strategic Philanthropic Guide and Friend. These roles are very fluid, evolving with the goals and needs of our client families and their institutions.

This is a business built on trust. We aspire to work with people we like and respect, who hopefully feel similarly about us. Our interests are aligned with our families.

Our investment approach takes into account the purpose and goals of clients lives/finances. We help provide clients with the clarity and understanding to live their lives in the manner they have always hoped; regardless of market condition. Clients utilize us so that we may worry about the day to day, leaving them to focus on doing the things they love. We believe that by asking better questions, we can arrive at better outcomes for clients and their families.

*Banking and Lending Services are through Bank of America, N.A.