Taking care of people, not just their money

As an independent, family-owned and operated wealth management firm, we have a distinct perspective on financial advice. Everything begins with the client and what they want to accomplish in life. With a comprehensive picture of hopes and dreams, we work to create a financial plan to guide future decisions.
We Strive To:

+ Be a sounding board for our clients
+ Get to know and understand our clients' life goals
+ Create, implement and monitor financial strategies
+ Reduce the financial stress in life

Our Investment Strategy

We view our portfolios as pyramids built on a solid foundation for growing and preserving wealth. Our clients' individualized investment pyramids come in all shapes and sizes. Our strategy is to maintain diversified portfolios instead of trying to time the market.
Tailoring your portfolio

Financial goals and risk tolerance change over time. We provide ongoing advice and counsel by structuring, monitoring, and adjusting our client’s portfolios based on where they are in life and what they want to accomplish.

Tailoring your portfolio
Give us a

Call

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

Our

Location

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

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