Pat Haggerty
Financial Advisor at Larchmont Wealth Management
Financial Advisor at Larchmont Wealth Management
I am Pat Haggerty; the Founder of Larchmont Wealth Management (LWM), and a Larchmont resident. I began LWM because I believe that financial planning and management has become inefficient for the individual investor and I intend to provide a better way for investors in my community to build wealth.With 18 years experience as a financial advisor, I have seen how challenging it can be for people to take control of their financial plans and I’ve also seen how dramatically the future can improve by creating a plan and using it as the map towards these goalsI create retirement strategies, risk management plans, long-term investment plans, tax reduction strategies, and estate plans. I also provide access to pre-IPO offerings, and tax-advantaged products for Accredited Investors.I grew up in th...