Gerard Gruber joined Harbor West (formerly Hayden Wealth Management) in 1997 as the Chief Investment Officer. Gerard has held management positions in a variety of disciplines, including operations, technology and finance. Prior to joining Harbor West, Gerard was an Assistant V.P. at Sims Mortgage Funding. Gerard received a Bachelor of Science degree in Business Administration from Western Connecticut State University. He is registered as a General Securities Rep and agent, holding several licenses through the Financial Industry Regulatory Authority (FINRA). Gerard is married with one child and lives in Trumbull.
About
Harbor West Wealth Management & Planning
Harbor West is a value-oriented financial planning and wealth management firm dedicated to helping our clients reach their financial goals. Whether it's retirement planning, business strategy, helping navigate through life transitions like marriage or divorce, or asset and investment management, we customize your financial plan to your individual goals, aspirations, even dreams.
Harbor West, formerly Hayden Wealth Management, isn't a big, impersonal firm or a cookie-cutter shop. We're about building relationships, getting to know you, and collaborating on the customized financial road map that will take you where you want to be now and in the future.
Think of us as your personal financial consultant and wealth adviser, a resource that will provide integrated financial planning and investment management solutions based on experienced judgement, superior service and, above all, your goals.
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Our Team
Wendy Sincuir
Wendy Sincuir is the Client Relationship Manager for Harbor West and is the newest member of the Harbor West team joining in 2019. She provides a full range of administrative support as well as outstanding client service. Wendy has experience in investments, insurance planning, and specializes in maintaining client relationships. She is also a Life Insurance Specialist and has earned her CT Life, Health, Sickness, and Accident License. In addition, she is a certified notary who is ready to help you efficiently and professionally. Prior to joining Harbor West, Wendy was the Business and Financial Manager for a financial services firm that served Professional Athletes. In her free time, she also works with the New York State Athletic Commission as a Boxing Inspector. Wendy earned her degree from Berkeley College and currently lives in Norwalk with her two sons Julian and Kaydenn and their French bulldog Dior.
