My name is Rob DeWaele and I help individuals, families, and small businesses grow and preserve their wealth. Through meticulous financial planning and the development of deep, meaningful relationships, I take the time to understand clients’ needs and provide personalized guidance to help them reach their financial goals.
I particularly enjoy the coaching and teaching that go hand-in-hand with managing your wealth, allowing you to firmly grasp concepts and strategies so you can be involved in every step of the decision-making process.
Having lived in Fairfield County for 30 years, I have built deep relationships within the community and actively participate in several non-profit organizations. I am a member of the Country Club of New Canaan and currently sit on the Advisory Board for Cristo Rey New York High School, a college preparatory school for under-privileged students in and around New York City.
In my free time, I am an avid fisherman and play third base for the Bridgeport Royals, a men’s senior baseball team. I currently live in Greenwich, CT with my girlfriend, Alexis and our dog, Opti.
Services Include
- Wealth Management
- Financial Planning
- Retirement Planning
- Life Insurance
- Divorce Financial Analysis
- Estate Planning Strategies
- Business Planning
- Alternative Investments
- Trust Accounts
- Stock Option Plans
- 401(k) Rollovers
- Structured Products
- Planning for Education Funding
- Cash Management and Lending ProductsFootnote13
- Qualified Retirement Plans
Securities Agent: WV, WI, VT, VA, UT, TN, SC, RI, PA, OR, OK, OH, NV, NM, NJ, NH, NC, MT, MO, MN, MI, ME, MD, MA, LA, KY, IN, IL, ID, IA, HI, GA, FL, NY, DE, DC, CT, CO, CA, AZ, AR, TX, AL, AK, WA; General Securities Representative; Investment Advisor Representative
NMLS#: 2098966