I am Pat Haggerty; the Founder of Larchmont Wealth Management (LWM), and a Larchmont resident. I began LWM because I believe that financial planning and management has become inefficient for the individual investor and I intend to provide a better way for investors in my community to build wealth.With 18 years experience as a financial advisor, I have seen how challenging it can be for people to take control of their financial plans and I’ve also seen how dramatically the future can improve by creating a plan and using it as the map towards these goalsI create retirement strategies, risk management plans, long-term investment plans, tax reduction strategies, and estate plans. I also provide access to pre-IPO offerings, and tax-advantaged products for Accredited Investors.I grew up in the Allegheny Mountains of West Virginia, and after earning a degree in finance from the Trulaske School of Business at the University of Missouri moved to New York to pursue a career as a financial advisor. With my wife (Liz) and two children (Bridget and Brendan), I love living in Larchmont. I am a passionate supporter of March of Dimes, the charity fighting for the health of all moms and babies. Licenses held:Series 65 Uniform Investment AdvisorSeries 24 General Securities PrincipalSeries 7 General Securities Representative
Listed skills include Investments, Private Equity, Series 7, Series 63, and 46 others.
