While we cannot control what the markets do from day to day, we can control how we work with you. Our team culture is built around responsive and respectful service. We clearly communicate what you can expect from us, and we honor that commitment. You will always be able to reach a team member—not voicemail—during the business day.

Our close relationships with clients are the focus of our practice. We know you’re busy, so we’ll manage the time-consuming day-to-day financial tasks for you. In addition, we will communicate with you as often as you like, and in whatever form you prefer.

Planning starts with talking. We’ll ask about your retirement goals, college costs for children and grandchildren, insurance needs, wealth transfer plans and charitable wishes. We want to know where you’ve been—and where you want to go.

Our team will help quantify your most important goals and create a financial plan that ensures nothing is overlooked. The plan is a living document that we’ll keep current by regularly asking what has changed in your life. When the time is right, we can talk about involving your children in the stewardship of your wealth.

We are experienced in building and managing discretionary portfolios, but we view investment management as the means to an end. Our main focus is the pursuit of your hopes and dreams.

As Advisors who are experienced donors and volunteers, we can incorporate philanthropy into your financial plan. We’ll address your near-term charitable goals, as well as the philanthropic legacy you wish to leave. Our goal is to help you maximize your impact while giving in a tax-smart way.

We also serve endowments, foundations and other nonprofit organizations, helping them to define and execute their vision. Our areas of focus include investment policy and fiduciary planning, asset allocation, and manager search and recommendation.

We believe we’re all in this together. Our team members have held board positions with a broad number of groups that work to make Hartford and Connecticut and beyond better, including,

Our team members offer a robust range of skills and certifications. We put significant time and effort into deepening our industry knowledge. While our years of experience give us a keen understanding of financial planning, wealth management and investment analysis, there are always new skills and techniques to acquire.

We seek to be the trusted advisor for all of your family’s financial needs. To that end, some of our many credentials include:

• Two CFA® charterholders
• Certified Private Wealth Advisor®
• Two CERTIFIED FINANCIAL PLANNER™ professionals