Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sarah? Claim Your ProfileSarah Catherine Rioux is an Investment Advisor Representative with Connecticut Wealth Management, LLC. Sarah has been in the financial industry since August 2022. Sarah is registered with the state of Connecticut and holds the Series 65 Uniform Investment Adviser Law Examination license. Sarah is a Certified Financial Planner and specializes in providing financial advice to individuals, corporations, and charitable organizations.
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
10/26/2022 - Present
Connecticut Wealth Management, LLC (FARMINGTON CT)
IA
Issued 10/26/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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