Taking care of people not just their money

We don't give advice in a vacuum. We look at our clients' entire lives—goals and objectives, needs, commitments, and concerns—and work to design a strategy which reduces life’s financial stress.
Our Approach

What We Believe

Aligned interests. Financial flexibility. Disciplined management. Shared knowledge. These principles define our firm, guide how we act, and provide a context to deliver long-term financial planning.

Our Principles

Right-Sized Firm

We provide clients the ideal balance between big and small, striving to provide sophisticated planning and advisory services with an extraordinary level of individual attention.
Our Team
Small Enough
Small Enough

Our approach relies on a deep understanding of our clients' goals and objectives. We are selective about our continued growth in order to offer each client the high level of individual service that success requires.

Large Enough
Large Enough

We receive attention from mutual fund companies and portfolio managers; have access to institutional investments with lower expenses, and have dedicated service representatives at our independent custodian. In addition, our resources allow us to have sophisticated portfolio management and rebalancing software, investment research, and financial planning analysis tools.

Right-Fit Clients

When accepting new clients, our main consideration is that there is a match between our approach and their goals and objectives.
Who We Serve
Give us a


If you would like to schedule time to talk about your financial well-being, please call us.



29 South Main Street, Suite 302
West Hartford, CT 06107

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