We are committed to helping our clients navigate a clear course to financial security through comprehensive financial planning and tailored wealth management.
We are a family owned and operated wealth management firm spanning three generations that has been in Farmington, Connecticut since 1984. We treat all our clients as part of our extended family, whether they're new parents opening their first college savings account or a successful entrepreneur who's been with us from the start. We hope you will find a wealth of information that will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation.
As a firm we are committed to offering objective, customized investment strategies to help build, protect and transfer our client’s hard earned wealth. We are committed to assisting our clients develop and implement a long term strategy to pursue their financial goals through objective wealth management. We follow a comprehensive five-step process designed to determine the optimal approach to managing client assets. We discover, educate, recommend, implement and monitor client accounts all while doing our best to provide a superior client experience. Please click on “Our Process” to see more detail about our Investing and Consulting Process.
We are a full-service financial firm committed to helping people pursue their financial goals. Our firm is completely independent, so our loyalty belongs exclusively to our clients. Our independence enables us to establish working relationships with a number of industry-leading asset-management firms, insurance providers and attorneys whose ideas and products we leverage to create customized client portfolios.
Our assets under management through LPL Financial are currently in excess of $300 million and they are invested in a wide range of financial products. We believe you will be better able to identify your goals and make sound decisions to help work toward them with the guidance of our investment consultation process.
Please call us if you have any questions about our firm or the range of financial products and services we provide.