Pat Haggerty Email and Phone Number
Pat Haggerty work email
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Pat Haggerty personal email
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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
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OwnerLarchmont Wealth Jan 2021 - PresentI’m Pat, the Founder of Larchmont Wealth Management and a Larchmont resident. I create financial plans for high-net worth investors, handle 401k plans for businesses with between 1-300 employees and have access to private pre-IPO offerings in late-stage, mature companies for qualified/accredited investors. Accounts are held and trades cleared through a primary clearing relationship with RBC Correspondent Services, a subsidiary of one of the worlds leading multinational financial services companies with over $1 Trillion in assets; the Royal Bank of Canada (NYSE:RY).
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Outside AdvisorLarchmont Volunteer Ambulance Corps Jun 2021 - PresentLarchmont, Ny, UsSupporting the Volunteer Ambulance Corps that supports my community.
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Volunteer FundraiserMarch Of Dimes Jun 2015 - PresentArlington, Virginia, UsThe March of Dimes is a non-profit that funds research, advocacy and education to fight premature birth and other complications that cause loss of pregnancies and newborns. It is meaningful to my family and many others with both bad and good outcomes. I fundraise for this charity with the goal of helping as many new parents avoid loss as possible. For anyone interested in contributing to the March of Dimes, link to our fundraising page here: marchforbabies.org/luckythree -
Financial AdvisorAegis Capital Corp. Jun 2015 - PresentNew York, Ny, Us
Pat Haggerty Skills
Pat Haggerty Education Details
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University Of Missouri-ColumbiaFinance
Frequently Asked Questions about Pat Haggerty
What company does Pat Haggerty work for?
Pat Haggerty works for Larchmont Volunteer Ambulance Corps
What is Pat Haggerty's role at the current company?
Pat Haggerty's current role is Financial Advisor- Larchmont Wealth Management.
What is Pat Haggerty's email address?
Pat Haggerty's email address is ha****@****cap.com
What schools did Pat Haggerty attend?
Pat Haggerty attended University Of Missouri-Columbia.
What skills is Pat Haggerty known for?
Pat Haggerty has skills like Investments, Private Equity, Series 7, Series 63, Wealth Management, Structured Products, Equities, Bonds, Investment Banking, Corporate Finance, Securities, Alternative Investments.
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