About Us
Over the years, we have found that a comprehensive team approach is the most efficient and effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. Our focus is to guide you with trust, Integrity and unbiased advise.
At our firm, we believe that world-class financial guidance shouldn't feel distant. We’ve built a unique model that combines the sophisticated resources of a premier wealth management firm with the personal, hands-on service of a local neighbor.
Through our network of strategic partnerships, we bring together specialized teams across Connecticut, New York, Massachusetts, and New Hampshire. While each of our partners maintains their unique focus and specialized areas of expertise, we are all united by a single mission: providing the clarity and coordination you need to secure your family’s legacy.
Strategic Partners
Osaic Wealth is one of the nation’s largest independent wealth management firms, with a history rich in growth and innovation.
Pershing is one of the industry’s most established and respected clearing and custody firms, with over 85 years of experience.
NFS is one of the largest and most trusted clearing and custody firms in the financial services industry, supporting thousands of financial advisors and institutions nationwide.
Envestnet is a premier provider of integrated portfolio, practice management, and reporting solutions.