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We're an award-winning, independent fiduciary 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 approachable. We also work to better the lives of others through a strong commitment to diversity, equity and inclusion and meaningful community involvement.

Learn more about our mission and values

Our Team

Our award-winning financial advisors offer more than 65 years of combined experience in the financial industry. As a partner of Commonwealth Financial Network®, the largest privately-owned independent Registered Investment Adviser broker-dealer in the U.S., we partner with clients in 25 states from our home base in Pomfret, Connecticut.

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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 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.

Join the Team

Subscribe to Start Living Well

Subscribe to the Fearless Flyer for tips and resources to help you fearlessly pursue your goals.

News & Resources

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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.


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