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Samuel S

Series 63, Series 66

White Bear, MN

Greenup Street Wealth Management LLC

Sam Schuette is a seasoned wealth advisor with over two decades of experience helping individuals and families plan for financial security and life milestones. As Vice President and Wealth Advisor at GreenUp Wealth Management, Sam works with clients to develop financial strategies tailored to their goals — including retirement planning, investment guidance, and overall wealth management.  Before joining GreenUp, Sam spent more than a decade at Scottrade, Inc., where he built strong client relationships and led teams of investment professionals. He also served in financial advisory and wealth planning roles at several other firms, bringing a depth of practical experience across markets, financial planning disciplines, and client service.  Sam holds a Bachelor of Science in Agriculture & Food Business Management with a focus in Finance from the University of Minnesota. Outside of work, he enjoys time with his family, outdoor activities, and community engagement.

Wealth management General retirement planning Income planning General tax planning General estate planning guidance Retired Executive Founder/Business Owner Self-Employed Consultant Approaching retirement Established Professionals Gen X (Born 1965-1980) Baby Boomers (Born 1946-1964)

Top 30 financial advisors of 445 near 06443

Out of 400,000+ nationwide

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Michael K

CFP®, CFA®

Madison, CT

Reach Strategic Wealth LLC

You've built an impressive tech career, accumulating equity and navigating complex compensation. Feeling excited but overwhelmed by your financial potential? You need more than an advisor - a strategic partner who truly understands tech professionals. We don't just manage wealth—we design your ideal professional life. Our approach goes beyond spreadsheets, providing clarity to make bold career decisions, optimize your equity, and create a financial plan aligned with your deepest goals. Our credentials - CFA, CFP®, Enrolled Agent - provide us the technical skills to then translate complex financial strategies into clear, actionable guidance specifically tailored to tech executives. Ready to transform your equity into genuine financial freedom? Let's craft your unique path forward. Ready to transform your equity into genuine financial freedom? Let's craft your unique path forward.

Equity Recipients (RS/RSU, SOP, ESPP) Consultant Founder/Business Owner
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Ann P

Series 66

Clinton, CT

Edward Jones

Retirement income strategy Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Divorce financial planning Founder/Business Owner
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Mark M

Series 63, Series 65

Clinton, CT

Edward Jones

Charitable giving & philanthropy Divorce financial planning Retirement income strategy Business ownership considerations General estate planning guidance Founder/Business Owner
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David O

Series 63, Series 66

Madison, CT

Edward Jones

Retirement income strategy Divorce financial planning General retirement planning Wealth management
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David L

CFP®, Series 66

Branford, CT

Edward Jones

Retirement income strategy Business exit / sale strategy Business succession planning Wealth management ESG / Sustainable investing Military & Veterans
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Allen B

Series 66

Branford, CT

Edward Jones

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Joshua P

Series 66

Westbrook, CT

Edward Jones

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Michael G

Series 63, Series 66

Guilford, CT

Edward Jones

Retirement income strategy General retirement planning Wealth management General estate planning guidance
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Jack G

CFP®, Series 66

Old Saybrook, CT

Edward Jones

Retirement income strategy General estate planning guidance Wealth management General retirement planning
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Linda B

Series 66

Essex, CT

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Divorce financial planning Business ownership considerations Retirement income strategy Wealth management Founder/Business Owner
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