Schedule a Free Consultation
I look forward to showing you how to leverage all that you’ve already built so you can have the future you deserve!
Your free consultation will include:
- Evaluation of the performance of existing holdings vs. comparable benchmarks
- Assessment of exact total costs and fees of current investments
- Review of tax efficiency of current holdings
- A newly proposed portfolio of investments
Don’t Let Discomfort Get in the Way of Your Future
- I know it can be uncomfortable to take a hard look at your finances, especially if you haven’t done so in a while because you’ve been busy living your life!
- I know it can be intimidating to walk someone else through your finances when you feel like you’ve made mistakes.
- I know you may feel badly that you haven’t taken the time to fully plan your financial future yet.
No matter where you are starting or what mistakes you think you’ve made, I will guide you through simple steps to develop a plan to build wealth for your family and give you confidence in your financial future.
A Wealth of Knowledge Shared by Pat Haggerty
How much money do you need to hire a financial advisor?
https://www.youtube.com/shorts/AemLHaD3PxQ How much money do I need to use a financial adviser is a question that I asked all the time. There are two numbers that could help make this decision. Number one, if you're earning over $231,000 a year, that puts you...
Is a financial advisor the right option for you?
https://www.youtube.com/shorts/mzNGa3C5cGc Is a financial adviser the right fit for you? It's a great question. A financial adviser is not the right option for everyone. Number one, if you're the type of person that's getting started on your investment journey,...
Larchmont Wealth welcomes Frances McKenna
This is Pat Haggerty with Larchmont Wealth. I am here today with a very special guest, the newest addition to our team at Larchmont Wealth, Frances McKenna. Frances, you are a longtime fixed income and bond investor....
