The McLeod Team
Serving the greater Danbury, CT area.
Location
Danbury, CT 06810 (203) 790-4949
A team behind every plan
We take a holistic and personalized approach in guiding families through their financial milestones. With a background in economics, business administration, and taxation, combined with decades of experience in financial services, we bring a comprehensive understanding of wealth accumulation, retirement planning, and estate management. What sets us apart is not just our knowledge but our commitment to building long-term relationships with our clients, understanding their unique needs and aspirations, and tailoring our strategies accordingly—all while offering a personal touch.
Meet Our Team
Awards & Recognition
View All2023
Five Star Wealth Manager (2023)
Five Star Professional
Every detail of your big picture
Beyond the six core areas of wealth management, we also offer specialized solutions including employee retirement account management, trust services, tax preparation, and business owner consulting. For businesses, we provide guidance for plan sponsors, plan participant education, and employee benefits programs.
Financial freedom in retirement is about creating a strategic plan for a viable, predictable, tax-efficient stream of income.
We offer investment guidance designed to strike a balance between risk/return and align with your financial goals.
Risk management is about being prepared. We can help verify that your current insurance policies fit your unique needs.
Every effective plan starts with an integrated tax strategy. Our team can help you manage your tax liabilities.
Our team can build a plan that reflects your passions and provides for your loved ones, now and in the future.
We will help you assess your situation, recognize and pursue opportunities, and craft a detailed financial plan.
Our offices, one team
The primary office is listed first, followed by the remaining offices alphabetically. The team serves clients from every office and meets virtually across the region.
Danbury, CT
Danbury, CT 06810
What working together looks like
Discover
A no-cost conversation about where you are, what you own, and what you want money to do for the people you love.
Plan
A written plan covering income, tax, estate, and insurance — reviewed by a planner, a tax professional, and a strategist before you see it.
Implement
We put the plan to work: portfolios built to your risk tolerance, accounts consolidated, beneficiaries and documents aligned.
Review
Scheduled reviews each year — and a team that picks up the phone when life changes between them.
What we’re thinking about
Custodial Roth IRA: Start Building Wealth For Your Child Early
One coordinated team, built around your plan
Our advisory teams work best with households that have $500,000 or more in investable assets.
Ready to talk now? Call 763-401-5685.
(Weekdays 8am–6pm Central)
Get your second opinion
Meet with us and get your complimentary, hand-crafted Wealth Blueprint to serve your financial goals.
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