Davenport & Associates Inc

Heating Investment Advisors Inc, based in New Canaan, CT, is an independent, fee-only financial advisory firm with over 30 years of experience serving clients. The firm specializes in coordinated financial planning and investment management, helping families navigate major life transitions with confidence and tailored solutions. Committed to providing unbiased, expert advice, HTG Advisors prides itself on its transparent and straightforward approach. Their highly skilled team works collaboratively with clients to create customized financial plans that adapt to changing goals and circumstances, ensuring long-term relationships built on trust and empathy. Generated from the website

CastleKeep Investment Advisors LLC is a family-owned independent Registered Investment Advisor (RIA) based in Westport, Connecticut, serving clients across the United States and globally. Founded in 2000 by Charles Haberstroh, the firm emphasizes a more personalized and flexible level of service for wealthy client families, distinguishing itself by not selling products and providing unbiased financial advice. Offering tailored wealth management solutions, CastleKeep focuses on individualized investment strategies rather than model portfolios, utilizing top-tier investment managers from around the world. The firm also provides family office solutions, acting as a personal CFO for clients' financial affairs, ensuring a collaborative approach through its unique Roundtable concept. Generated from the website