The Mission of Northeast Financial Consultants, Inc. is to help our clients successfully fulfill their goals in a reliable, disciplined process with a commitment to integrity. Our goal is to deliver clear and understandable solutions in a complex investment world and to uncover compelling, best in class investments.
We are a multi-family office specializing in wealth management. We look at each family's objectives and goals and develop a customized plan for asset allocation, manager selection, estate planning, charitable planning, insurance analysis, and cashflow planning in a way to minimize taxes and maximize wealth transfer to future generations and charity.
P.O. Box 2630
Westport, CT 06880
Telephone: (203) 226-8997
Facsimile: (203) 222-9105