About Us

Dockside Wealth Advisors is a fee-only Registered Investment Advisor, providing comprehensive wealth management, financial planning, and investment management services.

While our clients—high-level executives, successful professionals, and retirees—have a wide variety of financial needs and goals, for many, they are simply seeking to continue to support their lifestyle into retirement, manage their finances efficiently or invest as wisely as possible.

Our clients benefit from decades of diverse financial planning experience developing logical and straightforward solutions to solve their unique financial needs. We help them make informed decisions through meaningful education.

Call us today at 203-922-1192 or email us to learn how Dockside Wealth Advisors, LLC, can help you preserve and grow your wealth.

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Business size

1-10 employees

Commercial presence