Our Team

Every partner at Larchmont Wealth is a fiduciary, meaning we are legally and ethically bound to put your best interests first — always.

Pat Haggerty

Founder and Lead Advisor

I’m Pat, the Founder of Larchmont Wealth Management and a Larchmont resident. As a financial educator and fiduciary advisor, I saw an opportunity to use my experience managing investments to empower individuals and business owners like you to feel confident achieving financial goals with investment strategies. I can help put together a plan that helps you get the most out of your investments.

Zach Nedell

Junior Partner, Wealth Manager

Zach combines technology expertise with strong financial acumen to enhance the team’s efficiency and client experience. From critical research to daily operational oversight and business development, he plays a pivotal role in driving informed decisions and shaping the future of Larchmont Wealth. He is a fiduciary wealth manager and holds both the Series 7 and 66 licenses.

Big-Firm Resources, Independent Advisor Care

Through our partnership with Aegis Capital Corp and its clearing relationship with RBC Clearing & Custody, Larchmont Wealth brings clients the safeguards and resources of a large financial institution without losing the boutique, relationship-driven approach we’re known for. With RBC’s world-class clearing and custody platform, clients gain the peace of mind that comes from global scale and security—while we provide the tailored wealth management, guidance, and ongoing support that only an independent advisor can offer.

More about Aegis

Disclaimer: The information discussed should not be construed as tax, legal or investment advice. It is for informational purposes only and should not be taken as a recommendation or solicitation. Prior to making any financial decision individuals should seek advice from personal financial, legal, tax and other professionals. Investment products are offered through Aegis Capital Corp, a member of FINRA and SIPC. Investment products are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, or guaranteed by, a bank or any bank affiliate, and are subject to investment risks, including possible loss of the principal amount invested.

Check the background of your financial professional on FINRA’s BrokerCheck

Aegis Capital Corp Risk Disclosures and Form CRS (Customer Relationship Summary).