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  • 3 Pickwick Plz Ste 4 Greenwich, CT 06830-5526
  • T 203.769.7369 F 203.903.0445 TF 800.327.4626
  • Map and Directions Map and Directions

Craig Cerone

Raymond James, Alex. Brown Raymond James, Alex. Brown

An elevated
advisory experience

Business meeting

The right advice starts with a trusted relationship. Financial advice is about more than just having a plan. It’s about having the right plan for you. And that only happens with a true understanding of your whole life, beyond just your finances. Our business is about you and your financial well-being. We believe planning and advice should go beyond simple asset allocation. It’s about your entire life and managing all the twists, turns, and ups and downs that happen along the way.Whether you want to manage your wealth, preserve your assets or build your legacy, contact us today and learn how we can help you make your financial goals become future realities.



F

Families


A pragmatic approach to wealth management.

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C

Corporate Executives


Helping you manage your financial success.

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Corporate Executives
S

Sudden Wealth


Confidently manage your new assets with the guidance of our experienced team.

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F

Family Offices


Sophisticated expertise in planning for today and future generations.

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R

Retirees


Nurturing wealth so you can live a longer, better life.

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Retirees
E

Endowments & Foundations


Delivering strategic solutions to support and sustain the mission of your foundation.

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N

Non-Profits


Expertise to support the unique needs and goals of non-profits

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M

Money Managers


Providing objective, strategic advice and operational support as needed.

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Connect With Us

  • Alex Brown:
  • 3 Pickwick Plz Ste 4 // Greenwich, CT 06830-5526
  • T 203.769.7369
  • F 203.903.0445
  • TF 800.327.4626
  • Maps and Directions Maps and Directions

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