FOCUSED ON HELPING YOU

GROW | PRESERVE | ENJOY

Your Wealth

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About Us

Riskin Wealth Management, LLC provides fee-only financial planning services to individuals and families throughout the country and is located in Sandy Hook, Connecticut. 

Founder and Managing Member, Ross A. Riskin, DBA, CPA/PFS, CCFC, MS Tax is focused on guiding others to financial freedom by using tax-efficient strategies and effectively measuring risk tolerance to provide guidance that helps clients grow, preserve, and enjoy their wealth both in the short-term and long-term. 

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WHAT MAKES US DIFFERENT

WHAT MAKES US BETTER

What Makes Us Fit

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Thought

Leadership

Ross is not only well-known as a practice leader in the accounting and financial planning industries, but he also serves as an Associate Professor of Taxation and the Director of one of the largest CFP Education Programs in the country at the American College of Financial Services.

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Building Relationships

In order to maintain the highest quality of service, Riskin Wealth Management limits the number of client engagements each year so deeper relationships can be cultivated and more comprehensive planning services can be offered. 

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Being

Flexible

Riskin Wealth Management uses the latest technological advances in order to effectively work with clients regardless of distance and time zone. Whether clients wish to meet early in the morning at our Connecticut office, later in the evening over a phone call, or during their lunch break over a video conference, Riskin Wealth Management is available.

 
 
Contact

​​Tel: (203) 859-9409 ext. 101

Email: ross@riskinwealth.com

Website: www.riskinwealth.com 

© 2021 Riskin Wealth Management, LLC. All Rights Reserved

Riskin Wealth Management, LLC (RWM) is a registered investment advisor offering advisory services in the State of Connecticut and in other jurisdictions where exempted.  Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by RWM in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of RWM, unless otherwise specifically cited.  Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness.  All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.