shutterstock_1452344294.jpg

Your Future, Our Guidance.

Helping our clients accomplish their unique financial goals with straightforward, unbiased advice.

 

Located in Fairfield County, CT, we are independent, fee-based financial advisors committed to serving in your best interests - always.

Practice Areas

 

Wealth Management

Tailored Financial Planning & Investment Portfolio Solutions

Retirement Plans

401(k) Services and Comprehensive Retirement Solutions

Small Business Owners

Solutions for Business Owners & Entrepreneurs

Our Approach

 

We provide bespoke financial advisory services for individuals and businesses seeking an alternative to mass-market offerings.  Customized planning, personal attention and sophisticated advice are a given with 5th Street.

As your trusted partner, we integrate goals-based investment management with holistic wealth planning,  all provided with an unbiased perspective that is free of any conflict of interest.

 

We are deeply committed to helping our clients build, grow, and maintain their wealth, while bringing greater clarity and efficiency to the process along the way.

shutterstock_1056228761.jpg

A Trusted Partner

Grandparents with their grandchildren on a beach
Done Deal

A Holistic Approach 

Your investment portfolio does not exist in a vacuum.  It is entwined with other important financial considerations, including:
 
  • Income and spending habits
  • Tax sensitivity and liquidity needs
  • Risk tolerances
  • Lifestyle
  • Estate planning goals
Coordinating these factors into a coherent strategy is the key to building, growing and maintaining long term wealth.
 
We integrate highly focused financial planning with sophisticated portfolio management, allowing us to master the details of your financial life and tailor advice to your unique situation.
Grandparents with their grandchildren on a beach
5th Street is comprised of experienced money managers and certified financial planners, working directly with you to provide ongoing, adaptive advice.
 
At many wealth management firms, you will never meet the person actually managing your money.  We believe this arrangement underserves clients.
 
At 5th Street, we believe you are best served by dealing directly with your money manager.  Moreover, we believe in educating clients about our investment process because we understand that greater transparency translates into better communication, better decisions, and ultimately greater peace of mind.
Virtual Team Meeting

An Experienced Team

Online Meeting

Client-Centric

Image by Blake Cheek

Independent

Social Distance in Office

Transparent

Meet the Team

 

Cesar Manent

CFP®

Partner

  • Grey LinkedIn Icon

Abelardo Curdumí 

CFP® | CLTC

Partner

  • Grey LinkedIn Icon

Shane Pendley

JD | CFP® 

Partner

  • Grey LinkedIn Icon

Maurice Cabral

Investment Advisor Representative & Head of Compliance

  • Grey LinkedIn Icon

Maryellen Schwartz

Investment Advisor Representative

  • Grey LinkedIn Icon

Frank Tedesco

Investment Advisor Representative

  • Grey LinkedIn Icon

Get In Touch

34 Fifth Street, Stamford, CT 06905

info5thstreetadvisors.com  /  Tel. 203-324-1212

Ocean Rocks

QUICK LINKS

CONTACT

info@5thstreetadvisors.com
(203) 945-1858

 

34 FIFTH STREET
STAMFORD, CT 06905

 

5th Street Advisors, LLC (“5th Street”) is an SEC registered investment Adviser located in Stamford, Connecticut. 5th Street and its representatives are in compliance with the current registration and notice filing requirements imposed upon SEC registered investment Advisors by those states in which 5th Street maintains clients.  For information pertaining to the registration status of 5th Street, please contact the United States Securities and Exchange Commission on their website at www.adviserinfo.sec.gov.