92 Hopmeadow Street
Simsbury, CT 06089 (Map)
(860) 408-6188 (Phone)
(860) 408-6194 (Fax)
Services
We help people identify their long-term financial goals and create unique solutions through a customized wealth management process. Our breadth of services includes, but is not limited to:
- Coordinated Retirement and Investment Planning
- Insurance and Asset Protection Strategies
- Estate and Charitable Planning
- Business Succession Planning
- Employee and Executive Planning
We provide comprehensive financial advisory services on a cross-disciplinary basis. Our professionals work closely with your other advisors—i.e. accounts and attorneys—to ensure your financial plan is air-tight.