Successful Wealth Management Through
Personalized Financial & Retirement Planning

CONNECT

Address:

55 Greens Farms Road
Westport, CT 06880

Phone:

203.221.0202

Fax/Other:

203.221.0234

The CFO Team

 
  • Jay S. H. Cruice Jr.,
    CFP®, CLU, ChFC

    CEO & Chief Investment Officer
    Cruice Financial Organization

    Co-Chief Investment Officer
    CFO Capital Management

  • Joseph Tatusko,
    CFA, CFP®

    Co-Chief Investment Officer
    CFO Capital Management



  • Timothy G. C. Tymniak,
    CFS, CIS

    Investment Research & Operations Manager



  • Paul H. Daimler


    Senior Portfolio Manager

  • William O. Webster, Jr.,
    CFP®

    Senior Portfolio Manager

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Check the background of this financial professional on FINRA's BrokerCheck