Burke's Bullpen, 8 Davis Rd W, Old Lyme, CT 06371, US

Benchmark Wealth Management is a fiduciary Registered Investment Advisor based in Old Lyme, CT, offering complex, holistic financial planning and investment management solutions to high-net-worth professionals and retirees. With a commitment to exceptional service, their team provides personalized, white-glove attention to each client, ensuring their needs are understood and goals are met. Through regular meetings and proactive planning, Benchmark helps clients gain a strong understanding of their financial situation and guides them towards achieving their desired outcomes. With a focus on passive investments and well-established indexes, Benchmark's investment management approach aims to reduce risk and stress while maximizing control. Their dedication to delivering unsurpassed service and quality is evident in their execution, rooted in integrity, care, and kindness. By limiting new client relationships to those with assets of $5 million or greater, Benchmark safeguards their existing clients' service experience while ensuring an exceptional level of service for new relationships.Generated from the website