A True Strategic Partner
Helps You Every Step of the Way
Our strategic Plan Well. Invest Well. Live Well.™ process removes the guesswork, wishful thinking, and potential worries from investing. It’s based on extensive research, facilitated with the most up-to-date tools available, and fulfilled through a consistent partnership approach with our clients. Our goal is to deliver an unparalleled wealth management experience that you can depend on - every step of the way.
Step 1
Plan Well.
The first step is knowing where you want to go. We’ll begin with an open and straightforward conversation about your goals and a detailed plan prioritizing what steps you should take to achieve them.
Step 2
Invest Well.
The key to a smart investment strategy is leveraging what we know from research and experience to create a dynamic portfolio to support your plan.
Step 3
Live Well.™
With a personal and customized approach, we’ll partner with you in building and executing our Plan Well, Invest Well, Live Well™ strategic process, empowering you to fearlessly pursue your goals.
Financial Planning
Retirement Income Planning
Education Planning
Estate Planning
Insurance Planning (Disability, Term, Long-Term Care)
Insurance Analysis
Custom Consulting
Investment & Retirement Planning
Portfolio Management
Investment Analysis
401(k) & 403(b) Plan Analysis
IRAs (Traditional & Roth)
Mutual Funds
Stocks
Bonds & Municipal Bonds
ETFs
REITs (Alternatives)
Annuities/CDs
Investment and Retirement Account Management
Non Retirement
Retirement (IRA Rollover, Traditional IRA, Roth IRA, SEP and SIMPLE IRAs, 401(k), 457, 403(b))
Education Accounts
Endowments
Trusts
Corporate
Business Financial Planning
Succession Planning
Business Retirement Plan Strategy and Consulting
Custom Consulting
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Meet Our Five-Star Wealth Managers
2022 Five Star Wealth Manager Award
created by Five Star Professional. The 2022 award was presented in November 2022 based on data gathered between February 2022 and September 2022. A total of 2950 Connecticut-area wealth managers were considered for the award; 290 (10% of candidates) were selected to receive it. Wealth managers do not pay a fee to be considered or selected for the award. (Fee paid for use of marketing materials.) Not indicative of advisor’s future performance. Your experience may vary. For more information, visit fivestarprofessional.com.
