Real people. Real advice. Always in your corner.
At Larchmont Wealth, we are fiduciaries — which is just a fancy way of saying we’re legally and ethically required to put you first, every single time.
Pat Haggerty
Founder & Lead AdvisorPat’s interest in money started early, with a savings account his mom helped him open at six years old — an early hint of the path he’d eventually follow. He grew up in West Virginia and Missouri and moved to New York more than twenty years ago to work in finance.
Over time, he kept seeing the same issue: a large group of people with $500K to $5M — the “mass affluent” — were often overlooked or handed generic guidance by big firms. These are real families navigating major life transitions like retirement, divorce, or inheriting a parent’s estate. They deserved better conversations and more thoughtful planning, so Pat built his practice around providing exactly that.
He chose to register as a fiduciary because it puts clients’ interests first — not just legally, but philosophically. The focus is on clarity, education, and long-term relationships, not transactions.
Family is everything to Pat. His two kids, Bridget and Brendan, are a central part of his life, and as a fun side project they help him film a small video series called “Bridget’s and Brendan’s Bucks,” where they talk about family, money, and the basics of investing in a way anyone can understand.
Zach Nedell
Junior Partner, Financial AdvisorZach serves as a Junior Partner at Larchmont Wealth and Pat’s trusted right-hand man, working together on nearly every aspect of the firm’s planning and client work. He pairs Pat’s years of insight and nuanced judgment with a modern, tech-forward style, creating a planning experience that feels both timeless and refreshingly current.
Zach grew up in Manhattan and is a former college basketball player who brings the same level-headed focus and competitive drive to his work with clients. People consistently describe him as steady, thoughtful, and the person who quietly makes sure every moving piece falls into place.
Zach is a fiduciary and holds the Series 7 and Series 66 licenses. He graduated from Binghamton University with a B.A. in Economics.
Jessica Perry
Sr. Client Relationship ManagerJessica brings more than 15 years of experience at UBS to the Larchmont Wealth team, where she leads operations and client service. She’s the person making sure every account, document, and request is handled accurately and on time — so the planning work runs seamlessly behind the scenes.
Having spent her career at one of the world’s largest wealth management firms, Jessica knows how to deliver big-firm precision with a personal, boutique touch. Clients know her as responsive, detail-oriented, and genuinely invested in making their experience smooth from day one.
Her focus is simple: take care of the details so clients and advisors can focus on what matters most — the plan and the relationship.
A boutique practice that treats you like a person, not a number.
We’re a boutique fiduciary practice built on clarity, follow-through, and real relationships. We don’t rush people. We don’t outsource the conversations. And we don’t treat anyone like a number. The work we do matters most when life is changing, and we approach it with that level of attention.
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Big-firm resources, independent advisor care.
Through our partnership with Aegis Capital Corp and its clearing relationship with RBC Clearing & Custody, Larchmont Wealth brings clients the safeguards and resources of a large financial institution — without losing the boutique, relationship-driven approach we’re known for.
With RBC’s world-class clearing and custody platform, clients gain the peace of mind that comes from global scale and security — while we provide the tailored wealth management, guidance, and ongoing support that only an independent advisor can offer.
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