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We are committed to helping our clients navigate a clear course to financial security through comprehensive financial planning and tailored wealth management.


We are a family owned and operated wealth management firm spanning three generations that has been in Farmington, Connecticut since 1984.

We treat all our clients as part of our extended family, whether they're new parents opening their first college savings account or a successful entrepreneur who's been with us from the start.

We hope you will find a wealth of information that will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation.