Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason A. Raiti is a financial advisor with Connecticut Wealth Management, LLC, a firm based in Farmington, CT. Jason is a Chartered Financial Analyst and has been in the industry since at least 2014. Jason has experience working with high-net-worth individuals, corporations, charitable organizations, and state or municipal government entities. He has a demonstrated ability to help clients achieve their financial goals through a variety of services, including financial planning, portfolio management, and asset management.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Personalized portfolio management to meet individual financial objectives.
Assets under advisement
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CT
12/05/2024 - Present
Connecticut Wealth Management, LLC (FARMINGTON CT)
Active
Inactive
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