Farmington, CT
74 Batterson Park Road Floor 1, Farmington, Connecticut, 06032
Westport, CT
55 Post Road W, Westport, Connecticut, 06880
Hours of Operation
Monday - Thursday
9:00 AM - 5:00 PM
Friday
9:00 AM - 1:00 PM
Creating Your Plan For Financial Independence:
We work to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.
Setting Your Path Towards Financial Security
WHY US?
WHO WE ARE
We are dedicated to providing investment management and strategic wealth planning that is appropriate for you. Simply put, we strive to be our client’s trusted advisor.
OUR SPECIALITIES
A strong planning process is paramount in creating a cohesive financial plan. It is crucial to create a financial plan that seeks to protect your needs now…
OUR FAQ
Our focus is to understand your goals and develop a plan to reach them. We meet with you to present our analysis and discuss recommendations…
OUR CLIENT BILL OF RIGHTS
1. We will act in a fiduciary capacity for our advisory clients, meaning that we will act solely in your best interest and always put your interests ahead of ours.
2. We will listen to you and ask questions to gain a better understanding of what is important to you and what goals you want to achieve through the planning process.
FEATURED IN THE FOLLOWING PUBLICATIONS
SETTING YOUR PATH TOWARDS FINANCIAL SECURITY
74 Batterson Park Rd. Floor 1, Farmington, CT 06032
2461 Main Street. Suite 3,
Glastonbury, CT 06033
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