Any individual seeking financial peace of mind can benefit from our services. We serve people regardless of their net worth, income, or investable assets. We welcome clients who need comprehensive financial planning services, as well as those who simply need a one-time financial consultation or a second opinion.

While we have helped clients from across the country, many of our clients live or work in the Hartford, CT and Springfield, MA area.

We are best at working with:

  • Individuals and families who want financial security
  • Pre-retirees who want to ensure they are taking the appropriate steps for the best retirement possible
  • Pre-retirees who want to make the most of their Social Security and pension options
  • Retirees who want professional expertise to guide withdrawals, mitigate taxes, minimize their risk, and protect their life savings
  • People who want to simplify their financial affairs
  • Novice to sophisticated investors who are looking for a professional review or a second opinion to ensure their portfolios are on track
  • Entrepreneurs and business owners who need an advisor that can address their unique needs

We do not work with:

  • Day-traders, stock pickers, and people looking for the next hot tip.
  • Individuals looking for an on-call service level, where help is available outside of normal business hours. However, we do schedule evening/weekend appointments for clients with no flexibility in their schedule.
  • People who want ongoing investment management, or want to delegate all financial decisions.

Let's "Get Acquainted"

Not sure which way to go for a brighter financial future? Let’s Get Acquainted.