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To learn more about the comprehensive array of wealth management services we offer, or to set up an initial consultation, contact Bill Lee at our offices in Greenwich, Connecticut or simply complete the form below.

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115 East Putnam Avenue
3rd Floor
Greenwich, Connecticut 06830
Phone: 203.742.0600
Fax: 212.818.1115

Map and Directions


570 Lexington Avenue
Suite 1600
New York, New York 10022
Phone: 203.742.0600
Fax: 212.818.1115

Map and Directions

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Greenwich   |   New York
115 East Putnam Avenue, 3rd Floor | Greenwich, Connecticut 06830 | Phone: 203.742.0600 | Fax: 212.818.1115 | Map and Directions
570 Lexington Avenue, Suite 1600 | New York, New York 10022 | Phone: 203.742.0600 | Fax: 212.818.1115 | Map and Directions
Latitude One, 175 Southwest 7th Street, Suite 1900 | Miami, Florida 33130 | Phone: 305.529.6287 | Fax: 786.837.0465 | Map and Directions
Intrepid Financial Services
Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC