Annual Report

2017-2018 Annual Report

Growing Together

When the Ganim Financial team met in January of 2017, each member of our team adopted a word that would represent what the year would mean to each of us. The word we chose was TRANSFORMATIONAL. While we envisioned a year whereby every move we made would be transformational, we had no idea how much that word would mean to us, both personally and professionally. We have grown tremendously!

This Annual Report provides the opportunity to not only look back, but provide key insights for what we believe is to come. The Report is a true labor of love and we are incredibly proud to share it with all of you.

“Each one of our clients, partners, colleagues and friends are a vital part of our organization. We are grateful for each and every one of you.”
-Lawrence Ganim


A Look at What's Inside:

  • Letter from the Chairman – Lawrence J. Ganim
  • Growing – The Theme for the Annual Report
  • Investments – James Reynolds, CFA
  • Financial Wellness – Robert A. Lockery, AIF
  • Employee Benefits – Valerie Koch, AIF, CIC
  • Community Involvement – Giving Back to Our Community

Getting Started

All of our relationships start with a meeting in which we get to know one another. There is no cost or obligation with many clients having plans in place and looking for a free second opinion. Please don’t hesitate in contacting us at 203.335.0851 and we will be happy to assist you in any way we can.

Contact Ganim Financial

Subscribe to the Ganim Financial Newsletter


Add Employee

Use the form below to add an employee to your employee benefits.

  • Employer Information

  • Employee Information

  • Add a new row
    You can add more dependent DOBs by clicking the plus sign to the right of the input field.
  • This field is for validation purposes and should be left unchanged.

Remove Emplyee

Use the form below to remove an employee from your employee benefits.


Account Login

Upon clicking 'enter,' a new window will open. If you are running a pop-up blocker, please disable it.

Black Diamond Login

Provides convenient online access to your investment accounts and your asset performance, anywhere at anytime.

Wealthscape Investor Login

Provides access to digital copies of tax forms.

Account Login

Upon clicking 'enter,' a new window will open. If you are running a pop-up blocker, please disable it.

Employee Enrollment & Termination

Click the link to login.

Fiduciary Briefcase Login

Click the link to login.

HR & Benefits Compliance Solutions Login

Click the link to login.