Halper-Rawiszer Financial Group is an independent financial services firm located in Westport, 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 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
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We are introducing to clients the "Halper-Rawiszer Personal Financial Management Site." This solution provides a single access point where you can easily view all of your updated financial accounts with us. If you are interested in learning more about becoming a Halper-Rawiszer client, please email us at info@hrfgroup.com
Lee S. Rawiszer and David G. Halper, Principals