Associate at Circle Wealth Management - Summit, NJ, US
Financial/Operations Analyst
Contact William Smith
Partner
Contact Ann Kaplan
Managing Director
Contact Daniel Flath
Financial Analyst
Contact Annika Ellenbogen
Managing Partner
Contact Maria Chrin
Vice President
Contact Susan Deegan-Feeley
Contact Dana Walsh
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.