A few words About us
Manage and grow investment assets, typically with a value bias.
Wealth management is a detailed service that combines everything from financial and investment advice, to accounting and tax services, to retirement planning, and legal or estate planning all with one set rate. Clients will work with a wealth manager or team that coordinates advice and strategies from financial professionals. Our wealth management team is here to help you meet all your financial goals. With professional, personal service, there's no team more trusted in New Canaan than ours. Don't let your money go to waste, have our wealth management team make the most of your earnings!Read More
When it comes to your money there are two main things you want from it. First, you want your money protected. Keeping your money as defended as possible from reckless spending, taxes, and mismanagement. Second, you want your money to grow into more money. Financial services are what you need to make these two things come true. We're a comprehensive financial services agency dedicated to helping our clients improve their long-term financial freedom. Our personalized services are designed to expand, protect, and invest our clients’ wealth by promoting an unmatched level of personalized service and experience.Read More
A financial advisor is your wealth planning partner. To meet your goals, you need a team to help make these goals a reality. That's when it's time to hire a financial advisor. Together, you and your advisor will discuss topics from how much money you need to save, accounts you need and ones you need to open, the right insurance to have (this includes short-term care, long-term care, disability, and many more) to broader things like estate and tax planning. Our financial advisor team is the team you want when it comes to managing your money and planning for the future. We have years of experience transforming our clients'' financial situation into a long-term and successful plan for making the most of one's finances.