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We're an Independent Wealth Management Firm 

dedicated to empowering others to Live Well

Our Mission & Values

It has always been our goal to deliver the best wealth management experience for every client, every time, at every touchpoint. We fulfill that mission by embracing the six core values that set us apart – we are independent, strategic, consistent, principled, academic, and empathetic.

Learn more about our mission and values

Our Team

 Our dedicated financial advisors offer more than 65 years of combined experience in acting as fiduciaries to manage your assets, and are supported by a dedicated team of wealth management professionals focused on providing the best experience at every touchpoint, every time. We partner with clients in 25 states from our home base in Pomfret and Tolland, Connecticut.

Learn More About Our Team Members

In the Community

Our focus on helping others to Live Well doesn't end with our clients. We're also invested in helping to better the broader community through meaningful community involvement and support, including an individual and team-wide commitment to volunteering, leadership, and community partnerships.

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In The News

See the latest news about our investment and advisory firm, our advisors, and our team.

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See the latest opportunities to join our team and the benefits that come from working within a superior company culture and working environment.

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News & Resources

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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.

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