Partners
Brian S. Dumont, EdM
Founder, CEO of Dumont Wealth
Brian comes from a college background in both the liberal arts (B.A., Psychology, Saint Anselm College), and the teaching arts (Ed.M., Master in Education, Boston University). As a result, his approach to working with families is both from the psychological, “how to help us make better financial decisions” and the educational, “here’s how all the pieces of your economic life work together”. In short, Brian’s style is a little like educational therapy for your money.
Brian is a Circle of Wealth Master Mentor, which is a niche within the financial planning world that operates from the assumption that putting clients in control of their money is a central strategy for financial success. He is also a financial and estate planner, wealth advisor, wealth transfer specialist, college planner and resident of New York City. He is licensed in New York, New Jersey, Connecticut, Massachusetts, Maine, Florida, Maryland and Texas for securities, life, accident and health. Currently, he is the private financial and estate planner for a highly select group of approximately fifty families.
Kevin M. Dumont, B.S. CIO, Wealth Transfer Manager
What does the initial consultation involve?
What is the cost of the initial consultation?
What do I need to bring to the initial consultation?
How can I make, change or cancel a meeting?
Is there a list of Dumont Wealth clients that I could speak with?
Where is the office located?
The main office is located at the famous Rockefeller Plaza. You can enter the side of building 1, directly across from NBC’s Today Show. Please bring a picture ID with you for the security desk.
What safeguards are in place at Dumont Wealth to protect my investments from Madoff-type and other scams?
How can I view my account online?
Contact a Representative of Dumont Wealth
Centrally located in Fort Lauderdale, Florida, just a couple blocks away from famed Los Olas Boulevard, a trip to our office can easily be combined with a little site seeing , shopping, dining or a show. When scheduling your appointment, save a little time before or after to enjoy the area.
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1 Rockefeller Plaza
11th Floor
New York, NY 10020
The Offices of Dumont Wealth
500 West Putnam Avenue East
Suite 400
Greenwich, CT 06830
Dumont Wealth
1 Rockefeller Plaza
11th Floor
New York, NY 10020
Dumont Wealth
500 West Putnam Avenue East
Suite 400
Greenwich, CT 06830