59 Sycamore Street,
The Benefits of a CPA-Led Wealth Management Firm
Like a puzzle, your tax and financial planning should fit together to create a complete picture of your financial situation.
Rather than focus solely on numbers and return on investment, we focus on what you want to accomplish with your assets and help you pursue peace of mind about the future. We get to know you, your goals, and your intentions and build financial plans to help you get there.
We are driven by your success and love sharing stories about how we help clients.
We are fiduciaries, meaning that we always serve in the best interests of our clients.
We answer some of the most frequently asked questions about working with an advisor.
Currently teaching financial literacy to doctors and residents at the Connecticut Children's hospital.