Our mission is to help our clients enjoy well-balanced and fulfilling lives by simplifying financial complexities. Collectively, our team has over 130 years of experience in the financial services industry. We work with clients in all stages and walks of life who may be:
Contemplating retirement decisions
Working in the health care field and recognize the need for assistance with their advanced planning needs
Women who want to feel more comfortable with investing
State of CT employees and their unique financial choices
Our primary focus is on providing personalize guidance through investment management services. We also offer comprehensive financial planning services and hourly consultations.
Below are directions to our office, a contact sheet, and a checklist to help you gather the information that will lead our discussion during our discovery consultation. During this meeting, we will explore how we may be able to work together.
Please do not hesitate to contact me with any questions.