Be Empowered To Move Forward Fearlessly
You’ve built your wealth and watched your family grow over the years. Now, you’re focused on creating a strategic plan to preserve your assets for generations to come. You’re ready to start a new chapter and want to feel confident that you can afford it. That’s where we come in. When it comes to taking the next step, we’ll help you plan for upcoming changes with your goals, dreams and priorities at the center of it all.
Our strategic process will empower you to Live Well in this next chapter so you can…
Reach Your Passions
Feel Supported
Leave Something Behind For Your Loved Ones
Over the years, we’ve helped people just like you transition from their careers to their next chapter.
And, because retirement planning is a process, it’s never too early to start. Our experienced advisors will help you craft your ideal plan, so you have more time for travel, family and your passion project.
Divorce, the loss of a loved one or a career change can make you feel like the rug has been pulled out from under you.
After a big change, many people feel unequipped for shifting priorities and new responsibilities. We can help you analyze your changing situation and make a plan to overcome it and to get thriving again.
While you can’t take your money with you when you pass, you can set it up with the purpose of supporting what you care about.
We’ll help you think through everything from wealth transfer and taxes to guardianship designations. Then, we’ll work with you to craft an estate plan that reflects your loved ones and values.
Our Plan Well. Invest Well. Live Well.™ Process
Our 3-part strategy is designed to align your resources in support of your goals - today, tomorrow and down the road.
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.
Empower Your Next Financial Steps
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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.
