WEALTH MANAGEMENT GROUP OF NA Team

Brian specializes in providing innovative and comprehensive income wealth management strategies to successful executives, professionals, small business owners and high net work retirees.  He helps his clients reach his formula of True Success™ = Having a Great Lifestyle + Money x the Time to Enjoy it!  Brian has been featured in various publications such as, The Hartford Courant, The Hartford Business Journal, Farmington Valley Press, and did a client case study in Child Magazine.  Brian has also been the featured business writer on NBC Connecticut’s website and has appeared on their 6 and 11 o’clock to discuss a multitude of financial issues.  Brian enjoys writing and has published during his career over 20 white papers on topics ranging from “Helping Successful People Maintain their Lifestyle throughout Restylement” to “What it Means to be an Executor of an Estate.”

Brian was born in Bloomfield, CT, graduated Bloomfield High School in 1985, and continues to give back to his high school with the annual scholarship “The Alan L. Beck Award,” given to the top academic athlete.  After high school Brian attended and graduated Emory University in 1989, where he was credited with starting the Emory University Baseball Team, which had been defunct since 1950.  Brian continues to donate his time and money to the Emory Baseball team and started in 2008, The Emory University Baseball Alumni Association.  He now resides in Farmington, CT with his wife Noa; they are avid travelers, members of The Country Club of Farmington and love to do weekends in New York City where they met.  Brian’s love for sports can be seen in his office with his exclusive and very private collection of sports memorabilia that hang on his walls; which include his Boston Celtic Ball Boy Jersey, which he did from 1980-1985, A contract of Joe Dimaggio and Reggie Jackson, and a multitude of autographs from Mickey Mantle to Larry Bird to Gordie Howe.

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Daniel J. Friedman is a founding partner and the current Chief Executive Officer (CEO) of Wealth Management Group of NA, LLC and is also an Executive Vice President with Lexco Wealth Management, Inc.

Dan is the creator of the “one stop” financial service center.  Beginning in 1995, he designed a break through strategy for the way families and small businesses manage their lives and finances by successfully implementing the True Success formula for retirement:

True Success^TM  = Having a Great Lifestyle + Money x The Time to Enjoy It

Dan’s specialties include tax reduction strategies and managing finances to create the lowest possible taxable outcome.  Dan has also been featured in many media publications such as The Hartford Courant, The Hartford Business Journal and The Herald Press.  He was also interviewed on WTNH Channel 8 and Channel 3.

Dan was born in Brooklyn, NY and currently resides in West Hartford, CT with his three sons, Maxwell, Jordan and Shea.  He is an active member of the Hartford Tennis Club, N.Y. Sports Club and a member of Red Sox Nation.  Dan is active in the West Hartford community, specifically with youth sports and coaches his son Shea’s basketball team.

 
Rachel is a graduate from the University of Rhode Island in Kingston, RI. While attending URI, she made the Dean’s List various semesters for her GPA and graduated Cum Laude. She holds a B.S. in Business Administration with a Major in Marketing Management and a Minor in Spanish. She has studied abroad in both Spain and Australia. In the summer of 2008, she volunteered as a marketing assistant for a non-profit organization in Farmington, CT. Rachel joined Wealth Management Group of N.A., LLC  in July 2009 as the Director of First Impressions.