The Advisers Trust, LLC
91
Church Hill Road
Sandy Hook, CT 06482
Phone: 1-203-270-7700
Fax: 1-203-270-7707
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Walter
Pachniuk of The Advisers Trust, LLC has chosen Pittsburgh's
Trustmont Group.
In an important step in the formation of The Advisers Trust,
LLC
Walter Pachniuk, has chosen Pittsburgh's
Trustmont Financial Group, Inc and Trustmont Advisory Group,
Inc as his
broker-dealer and registered investment advisory, respectively.
View
Trustmont's Website
Trustmont
Group is a securities broker/dealer and full service financial
planning firm that prides itself on a personal one-on-one
approach to creating a custom financial plan for each individual
client.
Trustmont's
primary purpose is to help individuals and businesses develop
sound economic strategies to achieve their financial objectives,
then expertly manage those strategies for maximum results.
Read
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Walter
Pachniuk, CFP®, CDFA™, Register Principal founded The Advisers Trust, LLC of Newtown, Connecticut
on the premise that individual financial planning does not
need to be complicated. He believes the aim of financial
planning and sound investment management is to achieve long-term
financial well-being as well as realize personal aspirations.
The
Advisers Trust, LLC seeks to meet these aims by
providing an environment where clients make sound financial
decisions. Walter promises his clients an allegiance of
confidentiality, loyalty and disclosure. This type of commitment
known as a "fiduciary relationship" - is one of trust established
by law that is similar to the relationship one has with
an attorney or doctor. It is the least that clients
should expect from their financial advisor. To do this,
The Advisers Trust, LLC focuses on educating
clients about the fundamentals of sound investing and personal
finance so that they are well-informed and confident in
their ability to make smart financial choices.
Read
about our Decade of Achievement Award
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Walter
founded The Advisers Trust, LLC of Newtown, Connecticut
on the premise that basic financial planning
doesn't need to be complicated, and that sound investment
management doesn't need to be expensive.
A
native of Cleveland, Ohio and graduate of The Ohio State
University in Columbus, Ohio, Walter began his
Wall Street career in 1984 as a U.S. Government-Corporate
Bond-Jumbo CD salesman to credit unions and hospitals
in the Midwest, religious organization, pension funds
and retirement accounts in the Tri-State Region. This
experience eventually positioned him into being named
"portfolio manager" in the "Special Income Services" division
of a Wall Street firm in New York City.
Since
1984, Walter has worked as a financial consultant to individuals,
organizations, and small business owners. Walt
emphasizes conservative financial planning strategies
that ultimately aid in providing clients "Piece of
Mind". New clients are often people in transition--families
with new additions, divorced and/or widowed adults, or
individuals planning for or entering retirement.
Walter
is a Certified Financial Planner™ professional and Certified Divorce Financial Analyst (CDFA™).
Read
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*Left to Right: Walter Pachniuk,
Jerry Leitman, Joseph Blair
The Advisers Trust, LLC founder Walter Pachniuk
with Jerry Leitman, President &
CEO of Fuel Cell Energy of Danbury, CT and Joseph
Blair, Senior Vice President of American
Funds at a summer 2001 investment workshop.
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