Deerhaven Wealth Management

Great financial planning starts with understanding you — and it doesn’t stop there. When you work with us, you’re supported by a team with different strengths, perspectives and experience. This approach brings broader insight, steady support and people you can rely on even as life - and markets - change. You receive thoughtful advice and a team that’s truly invested in helping you feel confident about where your money can take you.


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Team photo for Deerhaven Wealth Management
Team photo for Deerhaven Wealth Management

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Advisors

Advisor photo for Dan Kane

Dan Kane

CFP®, CRPC

Private Wealth Advisor

Managing Director
Visit Dan Kane's website
Advisor photo for Edmund Iannelli

Edmund Iannelli

Financial Advisor

Managing Director
Visit Edmund Iannelli's website
Advisor photo for Chris Coppola

Chris Coppola

CFP®, APMA®

Financial Advisor

Visit Chris Coppola's website
Advisor photo for Edmund D Dennis Iannelli

Edmund D Dennis Iannelli

Financial Advisor

Visit Edmund D Dennis Iannelli's website


Team

Francesca Milde

Francesca Milde

Registered Client Service Associate,

Certified Public Accountant
Kathy Danielson

Kathy Danielson

Registered Client Service Associate