Successful Wealth Management Through
 Personalized Financial & Retirement Planning

Office: 203.221.0202

Our Advisor Network

Expert Advisors

In addition to our own very capable C.F.O. team, we have surrounded ourselves with an outside network of superb independent advisors, including estate planning attorneys, pension consultants, insurance specialists, tax professionals and small-business consultants. Our outside advisors provide us with a constant source of fresh input, keeping our C.F.O. knowledge base very current – as well as the firm’s overhead and client fees very reasonable!