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Because It’s Business, and It’s Personal

Create a Strategy for Success, from Startup to Succession and Beyond

Being a business owner means doing all you can for your customers, your employees, and your community – as well as for yourself and your family. It’s a lot to take on and your priorities can feel overwhelming. That’s why we work to help simplify the complexities - because, at the end of the day, it’s about more than just business. It’s about the opportunity to Live Well, for everyone involved.

Get Started with a Consultation

Helping your business thrive can mean so much more than simply caring for the company.

Your personal finances are also impacted, allowing you to take your family on vacation, pay for your child’s college tuition, or simply get a good night’s sleep. We’ll help you create a long-term strategy with the goal of maximizing income, value and savings related to your business, so everyone involved can succeed.

Your employees should never experience trade-offs for the security of your own family.

We can develop solutions that harmonize the well-being of your employees and your company’s tax efficiency. Because better business outcomes mean better outcomes for you and your loved ones.

One of the key moments as a business owner can be handing over the reins to continue your legacy.

If you start seeking help when you’re ready to get out, it may be too late. We’re here to help you handle your succession the right way. By planning ahead and planning consistently, you can make moves to support the value you get at your exit.

Our Plan Well. Invest Well. Live Well.™ Process

With our 3-step process, we’ll align your resources in support of your long-term objectives. 

Plan Well. Invest Well. Live Well.™ is our strategic financial planning and wealth management process. We developed this process based on extensive research using the most up-to-date tools available. It relies on a consistent and disciplined partnership approach to guiding our clients toward achieving their financial life goals so they can ultimately Live Well – now and in the future.

Step 1

Plan Well.

Discover your goals.

We start with personal attention and learn what Living Well looks like to you. We call this stage Plan Well.

Step 2

Invest Well

Align your investments.

Next, we invoke academic research and our decades of practice to align your investments with your vision. To put it simply, Invest Well.

Step 3

Live Well.™

Live your goals.

Once these steps are done, it’s time to Live Well. Live every day fearlessly, knowing that we’re with you as a trusted financial partner.

Start Strategizing (and Living Well)

Start with a Consultation

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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