Halper-Rawiszer Financial Group is an independent financial services firm located in Connecticut. We guide high net worth families and business owners in all areas of financial management. This includes tax-efficient wealth accumulation, retirement, estate and gift planning, as well as income planning. We are committed to enriching clients' lives through financial solutions.
We believe clients do business with us because we can help them achieve their long term financial goals and financial independence. Our thorough planning can help improve clients' quality of life and guide them through life's transitions with confidence. The financial plans we develop are based on a thorough understanding of our clients' goals, needs, and stage of life.
We recommend innovative strategies which include a variety of investment and insurance vehicles with appropriate levels of risk. Then we implement and monitor the plan to help ensure that it meets expectations and changing client needs. During every step of the process, clients count on our experience and dedication to their success
We are introducing to select clients the "
Halper-Rawiszer Wealth Manager." This solution provides a private secure single access point, where you can easily view all of your financial accounts online updated daily, regardless of where your investments are being held. A perfect solution for collaborating with your advisors. If you are interested in learning more about becoming a Halper-Rawiszer Wealth Manager client, please email us at
info@hrfgroup.com or click here
My Personal Wealth Manager
Lee S. Rawiszer and David G. Halper, Principals