Managing Partner at Circle Wealth Management - Summit, NJ, US
Vice President
Contact Susan Deegan-Feeley
Contact Dana Walsh
Contact Dana Santos
partner
Contact John Chrin
Office Manager, Client Services
Contact Paula Goldberg
Contact Lindsay Cherashore
Executive Assistant
Contact Sarah Roytman
At Circle Wealth Management, we seek to empower our clients to achieve their financial goals through a collaborative process that emphasizes and respects their values and priorities.