National Wealth Management Firm Opens First Connecticut Office at 700 Canal St.

3 articles · Updated · Hartford Business Journal · Jul 22

A national wealth management firm has opened its first Connecticut office in Stamford, marking its entry into the state.
The new location is at 700 Canal St., extending the Seattle-based company's physical footprint to Fairfield County.

Sources

Is a Seattle firm's move to Connecticut a flight from high taxes or a strategic play for East Coast wealth?

As businesses leave Washington, is Stamford becoming the new preferred hub for America's financial services industry?

With Connecticut's tough new data laws, how will a wealth firm protect its high-net-worth clients' privacy?

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