Big life changes bring big financial decisions.
We specialize in guiding people through life’s major transitions such as retirement, divorce, loss, or career change with clarity and confidence.
Book your free consultation today and get advice tailored to your next chapter.
Our most popular FREE resources :
💸 IRMAA
Learn how to avoid unnecessary Medicare surcharges that can quietly cost retirees thousands each year.
This playbook shows you how to plan income, manage withdrawals, and keep more of your retirement money.
💼 401k Rollovers
Whether you’ve changed jobs or retired, rolling over your 401(k) the right way can make or break your retirement.
Discover tax-smart rollover strategies, common mistakes to avoid, and how to stay fully invested.
🔄 Roth Conversions
Roth conversions can unlock decades of tax-free growth — if done correctly.
This guide walks you through when it makes sense, how much to convert, and how to avoid IRS pitfalls.
150M+
Over $150M entrusted to us by clients who value guidance they can rely on.
25,000+
Growing community of 25,000+ followers on social media.
FIDUCIARY
Every advisor on our team serves under a fiduciary duty to you.
Who we work with :
Our services are designed for clients with $250,000 or more in investable assets, ensuring we can deliver the tailored planning, proactive strategies, and high-touch service that complex wealth requires.
Pat Haggerty
Founder, Lead Advisor
Pat is the Founder and Lead Advisor at Larchmont Wealth, bringing over 20 years of experience guiding families and professionals through every stage of their financial lives. Known for his client-first approach and deep knowledge across retirement planning, investments, and comprehensive wealth management, Pat has built Larchmont Wealth around trust, education, and long-term relationships.
