Catamount Wealth Management 121 Post Road East Category: Invested Management |
Company representatives
Alexandra Lyddane, Client Relationship Manager
Laurie Stefanowicz, Business Development
About Catamount Wealth Management
Catamount's mission is to provide institutions and high net worth individuals with investment solutions that create, build and preserve wealth.
We successfully create, build, and preserve wealth through unparalleled personal service, superior returns and
reduced market risk. Our fierce commitment to their success
is best illustrated by our catamount logo-representing
strength, competitiveness and a dedication to protecting
those for whom we are responsible.
Sustained Growth
Preservation of Capital
Stability
Absolute Return
These principles are what drive the Catamount commitment.
When it comes to protecting your personal assets and life
savings, you need an investment plan you can trust... without
reservation; a plan steeped in a philosophy adhering to a
long-term, disciplined strategy; one that is flexible with its
expectations and rigid with its rules of investing.
Products and Services
- Private Wealth Management
Business categories
- Financial Planning Consultants
- Investment Counselors
Employees
5 to 9
Years In Business
20
Rating
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