Serving Westchester with Personalized Financial Planning & Investment Services
Feel heard and well understood by your Financial Advisor who will protect your interests at every step.
About Pat
I am Pat Haggerty, the Founder of Larchmont Wealth Management (LWM), and a Larchmont resident. I’m a financial advisor and educator, a husband, a father, and a proud community member of the Sound Shore Region of Westchester, whom I serve with private wealth management services.
Licenses held:
Series 24 General Securities Principal
Series 7 General Securities Representative
Personalized Wealth Management
I grew up in the Allegheny Mountains of West Virginia, and after earning a degree in finance from the Trulaske School of Business at the University of Missouri moved to New York to pursue a career as a financial advisor. With my wife (Liz) and two children (Bridget and Brendan), I love living in Larchmont and belonging to the wonderful Sound Shore community. I am a passionate supporter of March of Dimes, the charity fighting for the health of all moms and babies.
Larchmont Wealth Team
Francis J. McKenna, Partner
Head of Fixed Income and Bonds
Francis McKenna has over 20 years of experience in the fixed income markets and has expertise across multiple fixed income asset classes. His previous position was a fixed income Portfolio Manager at Chilton Investments Services managing multiple fixed income strategies as well as trading. His focus has included, but not limited to, U.S. Treasuries, international and U.S. investment grade and high yield bonds, municipals, mortgages, inflation linked securities, preferred stocks, hybrids, non-US dollar bonds and emerging markets. Prior to joining Chilton Investment Services, Mr. McKenna was a Vice President on both the Morgan Stanley and Merrill Lynch Global Wealth desks. He started his career as a municipal broker at Chapdelaine & Company. Mr. McKenna graduated from Bucknell University with a bachelor’s degree in business management.
Josh Feldman, CRPC®, Partner, Principal
Head of Retirement Planning
Meet Josh Feldman, the General Securities Principal at Larchmont Wealth. Josh has over two decades of experience in financial services as an Advisor. He holds the Series 7, 66, and 24 registrations, along with the Life, Accident, and Health insurance license. His dedication to excellence is reflected in his CRPC® (Chartered Retirement Planning Counselor) professional designation. Josh graduated from the Eller College of Management at The University of Arizona with a degree in Economics. He met his wife, Maggie while in college and has two children, Jake and Max. He is committed to helping individuals, families, and businesses of all sizes in developing and implementing comprehensive plans, policies, and guidance to ensure short and long-term success.
Zach Nedell, Associate
Meet Zach Nedell, the newest addition to the Larchmont Wealth team. A graduate of Binghamton University with a Bachelor’s in Economics and Series 7 licensing, Zach integrates his understanding of advanced technology and financial acumen to drive the team’s efficiency and client management. From day-to-day operations to critical research, Zach plays a pivotal role in shaping informed decisions for the Larchmont team.
The trees on the LWM logo are the “Larch” tree that Larchmont is named for. Although they are conifers, Larches are deciduous trees that turn vibrantly gold and lose their needles in the autumn; an adaptation that allows the Larch to grow in climates where other trees cannot. A person’s financial plan must adapt to grow in this environment in the same way.
