Our Services

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!

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.

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.

Investment services available to investors come in many forms. Discount and full-service brokerage agencies, load and no-load mutual fund firms, banks, insurance companies, personal money management firms and advisors all are available for your investments help. We combine the best of all of these to give you unparalleled service and advice. Our team is here to help with all of your investments. We have the knowledge and practical experience to choose the wisest investment opportunities. In no time, you'll be making the most of your money. It's our commitment to providing you a personalized experience. Come meet with one of our experts today and get your investment portfolio started.

Asset management is the organization and advising of a client's finances and assets. The asset management offers services that go beyond what is available to the average casual investor. These services include management of check writing, credit cards, debit cards, loans, and handle of raw cash. We employ a premier team of asset management experts. When you hire our firm, you get an agent that works tirelessly for you. Unlike other agencies who manage your assets while leaving you in the dark, we keep you informed and educated every step of the way.

A Financial consultant delivers personal or internal financial advice to businesses and corporations. Financial consultants help businesses to improve their shareholder value and increase the efficiency of their full wealth. Their job includes helping to host and handle mergers and acquisitions as well as creating a complete strategy for executives and upper management. For all financial needs, a financial consultant is there to address whatever problems or goals arise. We have a team of financial consultants that'll work directly with you and your business to maximize profits and curb unnecessary spending. Our strategies have been proven to work through decades of use and tons of satisfied customers. We're looking forward to working with you too.

When you're trying to maintain your financial goals, life can get in the way. Don't go at it alone. Investment service can help keep you on track with your financial aims no matter what life throws at you. These investment services can help with everything from retirement, to paying college to even just working to better provide for your family. Our investment services are the best in the industry. As New Canaan's leader in financial management, we the perfect choice for you. Let's sit down and discuss your needs. We're happy to help you meet these whether they are short-term or life-long goals.

An investment consultant provides investors with financial advice and sets plans in place. Investment consultants conduct an in-depth analysis of clients' investments and create a strategy for them. The goal is to help them meet and even exceed their financial goals. There are many financial goals you might have. From preparing for your children's college to home buying to all the way to retirement, we have time-tested strategies that are tailored to you. Come in and talk to one of our investment consultants. We'll set up a plan to maximize your money and prepare you for what life has to offer.

An investment advisor is a professional that makes investment advice and conducts an analysis of assets and securities for a service fee. They often do this through the direct management of client assets and financials. When you're looking to make the most of your money, you need an investment advisor. Our investment advisors have the skills and years of expertise in directing clients just like you. We'll talk with you to understand your investment goals and then we'll develop a strategy for how to do that. With our help, you'll diversify your portfolio and increase your assets. Let's get started today!

When it comes to your wealth and security, protecting and growing that is of the utmost priority. However, doing so isn't as easy as it sounds. Everything from unexpected life circumstances to taxes and laws can bring troubles to your financial goals. Wealth management services are the solution to these problems. Our firm is here to aid in all your needs for wealth management services. We understand how to make the most of our clients' assets. When you hire us, you get unparalleled service and attention. It's our promise to protect your finances and meet and then surpass your financial goals. Complete financial freedom is our goal for you!