Patrick Wayland of Davies Wayland & Associates is a member of XPX Tri-State

Patrick Wayland

Wealth Management Advisor

Norwalk, Connecticut

Professional Profile

Call Me When

Call Me When... There are family business, wealth planning and investment, or executive compensation problems to be solved.

Contact Method

Profession

  • Wealth Planner
  • Professional Certifications

    CRPC, CPWA

    Functional Expertise

  • Cash management
  • Estate planning
  • Investments
  • Business Focus

    Closely held businesses & affluent families

    Transition Planning Certification

    Client Industries

  • Business Services
  • Financial Services
  • Health/Pharma/Biotech
  • Non-profit
  • Real Estate/Construction
  • Software/Internet
  • Client Results

    Membership

    Tri-State

    Member Since

    3 Year Member

    Sponsorship Type

    Chapter Leadership Role

    Why I'm a Member of XPX

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