JD
Joseph Donaldson
View Joseph's Contact Info for Free. Sign Up and Get 50 Free Contacts Per Month.Get Started for Free
Work Experience
N/A
Aug 2022 - Present · 2 years and 5 months
Forsyth Capital LLC
N/A
Apr 2021 - Aug 2022 · 1 years and 4 months
McClain Value Management
N/A
2008 - Apr 2021 · 13 years and 3 months
Company Details
Founded in 1993, HTG is a fee-only, Registered Investment Advisor dedicated to helping individuals and families achieve their financial goals. Whether you are focused on having sufficient assets for your lifetime, passing wealth on to future generations or supporting charities, we can guide you. We work to understand your unique family and financial circumstances and create a customized plan to meet your objectives through a blend of financial planning and investment management. What began as a team of two has grown to a firm of twelve knowledgeable professionals dedicated to fully understanding you, your family and your specific needs. Our thoughtful approach, collective credentials, experience and longevity set us apart.
Year Founded
1993
Social Media
LinkedinFacebook
Industry
Financial Services, Investment Services
HQ Location
50 Locust Ave New Canaan, CT 06840, US
Keywords
Financial Planning and Investment ManagementAsset ManagementPersonal FinanceRetirement PlanningTax PlanningEstate PlanningCollege Savings
Discover More About Cleveland Clinic

Find verified contacts of Joseph Donaldson in seconds from 700M people profiles. Start now!

No Credit Card Needed. By signing up, you understand and agree to Futern's Terms and Policy.