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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.

Build Your Strategy

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


Bonds & Municipal Bonds


REITs (Alternatives)


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




Business Financial Planning

Succession Planning

Business Retirement Plan Strategy and Consulting

Custom Consulting

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Meet Our Five-Star Wealth Managers

2023 Five Star Wealth Manager Award 

created by Five Star Professional. The 2023 Five Star Wealth Manager Award was created by Five Star Professional, and presented in November 2023 based on data gathered between February 2023 and September 2023. A total of 3,564 Connecticut-area wealth managers were considered for the award; 313 (9% of candidates) were selected to receive it. Wealth managers do not pay a fee to be considered or selected for the award, although they may choose to pay a fee for use of marketing materials. The award is not indicative of an advisor’s future performance, and your experience may vary. For more information about the award, visit fivestarprofessional.com.


Check out the background of this firm and investment professionals on FINRA's BrokerCheck