The financial plans we tailor reflect the unique circumstances of each of our clients. We pride ourselves on the deep, life-long personal relationships we enjoy with clients. We work with multiple generations in the same family to help transition values and wealth. Our services
encompass financial, education and retirement planning, family legacy planning, risk management, helping clients pass their values on to their heirs, and more.
Portfolios are custom built for each client, with a focus on risk management and long-term performance. Personal investments are designed to be as tax-efficient as possible. Because we are fee-based* and independent, we are uninfluenced by sales incentives or proprietary products. We are guided by a high-level fiduciary responsibility to do what is best for our clients at all times.
We are pleased to announce that we have moved our office.
Please note our new address:
265 Church Street, Suite 801
New Haven, CT 06510
Our telephone and fax number will remain the same:
Phone (203) 867-4396 Fax: (203) 867-4398
This move has been in the planning stages for the past few years as we look for ways to continually improve our services for our clients. Our new location will allow us to add additional talent to our team. Our design mission was to have a comfortable environment to discuss confidential and personal matters supported by the latest in IT infrastructure.
We are very excited about the services we will be able to offer to our clients and are confident that the new office will enable us to serve you better. We look forward to welcoming you at our new location.
*Refer to the fee-based disclosures here