The Team
Ferreira Wealth Group
Using our exclusive Confident Retirement® approach and our experience providing ongoing financial advice, we help clients find opportunities that may help reduce taxes over their lifetime and beyond. We consider options like Roth IRA conversions and other tax-free investments, tax-free college savings plans and charitable gift-giving, and strategies like tax diversification and tax-efficient withdrawals from retirement accounts. We want our clients to understand all their options to help them be free to live life brilliantly — today and in the future.

Our Advisors

Patrick J Skelly

Patrick J Skelly

Financial Advisor

More about me...

Contact

patrick.skelly@ampf.com

203.285.1832

Top Areas of Focus

  • Tax Planning Strategies
  • Insurance
  • Investment Management

Education

Central Connecticut State University, BS Business Management, 2008

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Ted Davis

Ted Davis

Financial Advisor

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Contact

ted.davis@ampf.com

203.378.0699

Designations

CFP®, MBA

Top Areas of Focus

  • Women's Financial Strategies
  • Retirement Income Strategies
  • Wealth Preservation Strategies

Education

MBA Finance and Economics, Distinction, Quinnipiac University. Hamden, CT, BS Electrical Engineering, The Ohio State University. Columbus, OH, E.L. Bowsher High School. Toledo, OH

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Tate Wingate

Tate Wingate

Complex Director

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Contact

tate.wingate@ampf.com

203.349.4353

Education

University of Connecticut School of Business - Storrs, B.S. Finance, 1996

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Michael Ferreira

Michael Ferreira

Private Wealth Advisor

More about me...

Contact

michael.d.ferreira@ampf.com

860.380.2157

Designations

CFP®, CRPC®, APMA®

Top Areas of Focus

  • Tax Planning Strategies
  • Investment Management
  • Estate Planning Strategies

Education

Bachelors degree from Salve Regina University, Newport RI

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Our Staff

Kathy Peacock

Kathy Peacock

Client Service Associate
More about me...

Contact

kathy.l.peacock@ampf.com

203.285.1802

Qualifications

  • With the company since 1992
Sandra J Cassidy

Sandra J Cassidy

Operations Leader
More about me...

Contact

sandra.j.cassidy@ampf.com

203.285.1783 x4

Qualifications

  • BS in Organizational Leaderhip, Quinnipiac University
  • With the company since 1997
  • MS Excel Certified
  • Corporate Executive Assistant Certificate, Katharine Gibbs College

Roles & Responsibilities

  • Office Manager
  • Practice Assistant
Kathleen Landrigan

Kathleen Landrigan

Registered Client Service Associate
Practice Manager