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Wealth is more than money alone -true wealth is the peace of mind that comes with having one’s affairs in order for your benefit and for generations to come. Jonathan built his practice around the needs of multi-generational families, with each generation taking care of those who came before to those inheriting a legacy. For business owners, particularly those in the construction industry, Jonathan’s practice builds off meeting the immediate needs of financial, estate, succession and asset protection planning, to forming deep and lasting business partnerships covering 401k plans to key person insurance. For those families faced with the demands of caring for senior aged parents, Jonathan helps to ensure that parents’ assets provide for their comfort as long as possible while planning to provide security to loved ones. In order to determine whether your individual or family needs are a good fit for Jonathan’s practice, a no cost evaluation can be arranged at your convenience.
Associations
- Town of Madison, Employee Pension Review Board
Member - Jewish Federation of New Haven
Member - Shoreline Eldercare Alliance
Founding Member
Connecticut Shoreline - Home Builders Association of New Haven County
New Haven, CT - Madison Chamber of Commerce
Member
Madison, CT - Madison Exchange Club
Madison, CT - Greater New Haven Jewish Foundation
Executive Board Member
Services
- Asset Management
- Estate Planning
- Wealth Management
- Financial Planning
- Fixed Income
- Lending Services
- Philanthropic Services
- Qualified Plans
- Retirement Planning
- 529 Plans
- Municipal Bonds
- Long Term Care Insurance
- Business Planning
- Cash Management
Education and Licensing
- Juris Doctorate
Quinnipiac University School of Law
Hamden, CT - Bachelor of Science
University of Vermont
Burlington, VT - Financial Planning Specialist Designation
Honors and Recognition
- Distinguished Academic Achievement Award: Federal Income Tax
- Outstanding Legal Scholarship Award
- Service to the Law School Award
Business Experience
- Morgan Stanley Smith Barney
Financial Advisor
Financial Planning Specialist
New Haven, CT - Gordon, Muir & Foley, LLP
Associate Attorney
Hartford, CT - Office of the Chief States Attorney
Deputy Assistant States Attorney
Rocky Hill, CT - Shipman & Goodwin, LLP
Associate Attorney
Hartford, CT
Bulletin Board
Estate planning can help reduce taxes and maximize the amount you can pass on to your heirs. If you would like to learn more, call or send an email.
Planning for the future of an individual with special needs requires preparation and professional guidance. call or email us for help in creating strategies aimed at protecting assets, providing additional income and preventing the loss of government benefits.
Jonathan Edward Snyder is licensed in the following state(s):
CT, FL, MA, NJ, NY, PA, VT
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
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Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley Smith Barney.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP, CERTIFIED FINANCIAL PLANNER and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Investment Management Consultants Association, Inc. owns the marks CIMA, Certified Investment Management Analyst (with graph element)®, and Certified Investment Management Analyst .
