We’ve always been guided by one simple principle:
Serve each client’s best interests first.

We are independent, client-focused, and goals-based.  Our clients rely on us as their primary resource for defining objectives, designing strategies to pursue them and evolving those strategies over the long-term.

Whether you are an individual considering your own retirement, a business owner, or a plan sponsor, we have the experience, resources, and passion to fully support your needs.

Our website is designed to provide you with:

  • A basic understanding of who we are
  • Our process
  • The benefits of working together

    We hope you find our site intuitive and useful. If you have any questions or can’t find what you’re looking for, please contact us and let us know immediately. We’ll be glad to hear from you and will be happy to answer your questions and discuss any of this information in more detail.

  • Recognized by Financial Times as one of the Top Five Advisory Firms in Connecticut!  
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    Why I Use A Financial Advisor

    A conversation with Nobel Prize winner Eugene Fama and Dimensional Funds’ Director of Investment Policy Ken French

    Find out more about the importance of the CFP Certification when choosing an advisor.

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    The Women's Choice Award® by WomenCertified Inc. is a recognition award for advisors who provide quality service to their female clients. The Women's Choice Award is based on 17 objective criteria associated with providing quality service to women clients such as credentials, experience and a favorable regulatory history, among other factors. Financial advisors do not pay a fee to be considered or placed on the final list of Women's Choice Award® Financial Advisors, though they may have paid a basic program fee to cover the cost of comprehensive review and client survey. For more information please visit www.womenschoiceaward.com.

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