We Deliver an Exceptional Wealth Management Experience
For Every Client at Every Touchpoint
We fulfill that mission for every client who trusts us to care about their financial life goals and well-being. We do this by embracing six core values that form the heart of our client experience philosophy and set us apart from other wealth management firms:
Independent
We tailor a personalized and strategic financial plan specific to your unique values and goals so you can ultimately Live Well.
Strategic
Our Plan Well. Invest Well. Live Well.™ process is centered around your long-term financial and life goals.
Consistent
We deliver high-quality service across all dimensions of the client experience for every individual, every time.
Principled
We dedicate ourselves to the achievement of your strategic financial plan because the integrity of our team and your satisfaction are our highest priorities.
Academic
We combine proven economic and investment strategies with our knowledge of the capital markets to minimize controllable risk and achieve your unique financial plan.
Empathetic
We take an empathetic approach to all of our relationships – our clients, our team, the community – because we believe that deep personal understanding and respect are the foundational pillars of trust, collaboration and, ultimately, success.
We're also invested in helping to better the broader community through a strong commitment to diversity, equity and inclusion and meaningful community involvement.
Do Our Values Align?
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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.
