Merit | Wilton Location

Contact

Phone: 203.403.3804
Fax: 203.762.8404


Location

195 Danbury Rd.
Suite 140
Wilton, CT 06897

Services Offered

  • Financial Planning
    • Wealth Enhancement
    • Wealth Transfer
    • Estate Planning
    • Estate Administration
      • Tax planning/strategies
      • Retirement Planning
    • Life Transitions
    • Charitable Giving
  • Risk Management
    • Wealth Protection
    • Insurance gap analysis
  • Investment Management
    • Portfolio Performance Analysis
    • Risk tolerance
    • Asset Allocation
    • Withdrawal Strategies
    • Concentrated stock divestiture strategies
    • Comprehensive investment analysis
  • Concierge Services which Include:
    • Coordination with Other Professionals
    • Proactive Family Meetings
  • Business Solutions

Our Team

Ed Knight

Ed Knight

Client Service Manager

Marni Handel

Marni Handel

Relationship Manager

Eddie Maher

Eddie Maher

Relationship Manager

Kelley Watson

Kelley Watson

Branch Office Administrator

Ready to discuss your financial future?

Schedule a free consultation with one of our Wealth Managers today.