Find Top Financial Advisors in Norwalk, Connecticut

I began my career as a financial advisor in 2016, following in my father Glenn's footsteps. More recently, in 2025, I obtained my CERTIFIED FINANCIAL PLANNER (R) certification.

I grew up in the Boston area, graduated from the University of Delaware, and lived in New York City for several years. I now reside in Southport, CT with my wife and two daughters. In addition to my home office in Southport, I also have offices in Shelton, CT and White Plains, NY, where I can meet with clients by appointment.

At Clarity Wealth Advisors, our mission is to bring clarity to your financial life. We understand that the world of finance can be overwhelming. There's an abundance of information out there, and it can be challenging to decipher what's relevant to you. That's where we come in. We sift through the noise, distilling complex financial information into clear, actionable strategies tailored to your unique needs.

Integrity, communication, honesty, humility, and service are important to us and it is our goal to be your trusted partner. Our team is composed of advisors of multiple generations who are not only experienced but also family-oriented and close-knit. We leverage our knowledge and experience and aim to provide you with consistent quality service.

Sofia Dumansky, Financial Adviser through Eagle Strategies LLC, A Registered Investment Advisor, owns and operates Legatum Financial LLC. She began her career in the financial services industry in 2007 and has acquired extensive knowledge through her unique and diverse experiences that have proved invaluable to her clients.

Combining the use of a macro-financial process, Sofia's clients benefit from more efficient and cost-effective techniques designed to help achieve their identified and unique goals. She believes that: The greatest challenge people face in today's financial environment is trying to realize all of their financial objectives with finite resources. We look for strategic positioning and movement of money to accomplish our clients' objectives. Her mission is to help her clients envision, create, and implement strategies that will achieve benefits in the areas of wealth accumulation, tax strategies, and improved protection management for a more enjoyable financial life.

Sofia maintains life and health insurances, and securities licenses FINRA Series 6, 63, 65 and 7. She is a Certified Financial Planner. She is a Life Time and Qualifying Member of the Million Dollar Round Table (MDRT), is currently a Community Leader, and has been actively involved in the Innovation, Bylaws, and Ethics Committees. Sofia has also been named by Forbes as Top in State Financial Services Professional for 2023, 2024, and 2025.

Sofia migrated with her family to the United States from Ukraine in 1992 and speaks Ukrainian and Polish fluently, as well as understands Russian. She continues to be an active member of the Ukrainian and Polish communities and is involved in her local chamber of commerce and BNI (Business Networking International).

Sofia is also a co-founder of Maidan United Inc., a Hartford-based non-profit focusing on delivering much needed medical supplies to Ukraine. She's an active board member of NAIFA (National Association of Insurance and Financial Advisors) and previously served two terms as President. She is also a past board member and Treasurer for COHI (Connecticut Oral Health Initiative).

Sofia graduated from UCONN with a Bachelor of Science in Management (BSM) from the School of Business with a minor in International Business. In 2006, she received her Masters of Science in Management (MSM) with Honors and in 2008 obtained her Masters of Business Administration (MBA) with Honors, both from Albertus Magnus College.

Sofia enjoys playing tennis and volleyball, as well as skiing and hiking.

Derived from the Latin word meaning legacy, the name Legatum Financial is inspired by the belief that with intentionality and careful planning, you have the power to create a strong and prosperous legacy for you and your family.

We utilize an educational approach to wealth management, taking the time to explain things so you can make well-informed financial decisions with clarity and confidence. We also know your wealth management plans affect more than just you, and that's why we're happy to address questions from your family as well about how different scenarios may impact their futures.

You've worked hard in your career to accomplish great things and excel at what you do, and we've done the same when it comes to helping people learn how to grow and protect the wealth they've created. So if you're looking for a trusted partner who will help you define and create the legacy you desire for you and your family, look no further than Legatum Financial.

Charles Helme joined BH Asset Management as Managing Director of Investments in 2010 and leads the investment and research areas of the firm. From 2002 to 2010, Mr. Helme was Senior Portfolio Manager of Pinnacle Associates, Ltd, in New York, where he managed portfolios for corporations, endowments, universities, pensions, and high-net-worth individuals across several high-alpha investment strategies. For seven years prior to joining Pinnacle, Mr. Helme was Managing Director of Investments at Carret and Company LLC, acting as Portfolio Manager to both institutions and high-net-worth individuals. From 1988 to 1995, Mr. Helme rose to Senior Investment Officer and Chairman of the Investment Policy Committee at Republic National Bank (now HSBC, USA). At the bank and various holding company subsidiaries, Mr. Helme was responsible for all Trust and Investment Management portfolio investments for separate accounts and several mutual fund strategies. From 1982 until then, he was Vice President of Investments for Moran Asset Management, a leading investment counselor and mutual fund advisor.

We are a registered investment advisor, meaning we are held to a fiduciary standard and must always put your interests first. We provide unbiased advice, employ an open architecture approach, and only charge flat fees. We are transparent and maintain frequent communication with our clients. With over 30 years of fund management experience, we offer the most sophisticated investment techniques.

Paul Schatz, Founder, and President of Heritage Capital has a wealth of experience investing in equities, fixed income, options, and futures. While he is best known for his equity index and precious metals models, his technical driven strategies have taken him into other asset classes as well. Paul is a recognized pioneer and expert in the exchange-traded fund (ETF) field, having employed them in his work since 1994. Additionally, he has consulted for many of today's ETF purveyors on new product development and is a highly sought after speaker in the field.

Heritage Capital, LLC is an award-winning personal investment management firm dedicated to growing your portfolio and protecting your assets as we work as a team to achieve your lifetime financial goals. With a focus on long-term planning for your comfortable retirement and your family's education needs, we provide you the peace of mind that comes from entrusting your financial future to experienced, educated, and trustworthy professionals.

To know where you're going, a map is a helpful tool. By developing a sophisticated financial plan, we're able to seamlessly implement your investment portfolio with real time updates. We believe the heart of any strong relationship is communication. We strive to provide a fresh communication strategy that fits your lifestyle, while providing timely updates and clear direction on your finances and investments.

At Procyon, we believe open communication, strong accountability and demonstrated value are paramount to building lasting client relationships with individuals, institutions and employers. We are our clients trusted financial partner, working to simplify the complex so they have peace of mind while pursuing their financial goals.

As your strategic partner and advisor, we work collaboratively with you to find creative and flexible investment solutions that are tailored to meet your needs. This requires us to have a deep toolkit, to be astute in our advice and committed to delivering the best outcome for all parties. You can depend on Procyon, every step of the way.