Dan Goggin Email & Phone Number

Dan and his team strive to provide investors with tailored consulting services and investment advice, coupled with institutional-style service tailored for high-net-worth individuals and family clients. They work with clients on a variety of financial areas, including investment policy and portfolio review, wealth manager selection and performance monitoring. Their approach involves developing a long-term investment strategy designed to achieve each client’s objectives, while assuming a suitable level of volatility given the client’s risk tolerance. Additionally, they recommend the appropriate investment managers in each asset class. Dan has provided investment consulting and wealth management services for 33 years. He focuses on Family Offices, Hedge funds*, Sports Management Firms, Law Firms, and long- only managers for both individual and institutional investors.I am licensed in the following State(s): AZ, CA, CT, FL, IL, ME, MA, NH, NY,NC, PA, TX, VT . Any information contained herein pertaining to securities business should not be considered a solicitation to buy or sell any securities or financial products, and is otherwise not intended for anyone who does not reside in those states.Links are being provided for information purposes only. Please go to http://www.opco.com/SocialMediaDisclosures for important information regarding social media and posted content. For a direct link to the disclosures, please click on Disclaimers in the Contact Info section of my profile. *Alternative investments, such as Hedge Funds and Fund of Funds, are made available only to qualified investors and involve varying degrees of risk, including the possible loss of principal invested.

Listed skills include Investments, Securities, Investment Strategies, Financial Services, and 12 others.