We implement a holistic process driven approach to financial planning based on transparency, trust, and open communication.
We stepped away from the traditional flawed “wall street” broker dealer model to develop a conflict-free and client centric financial planning approach. We do not offer or sell any proprietary products, nor do we have any inventory of financial products to sell. We act as a fiduciary to our clients and their families, acting in their best interest each day.
An independent firm, our advice is completely unbiased and we offer no proprietary products. As an Independent Investment Advisory Firm, we have operated under the fiduciary standard for many years, a place which many firms are now moving towards.
30 Jelliff Lane Suite 202
Southport, CT 06897