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We can provide guidance on intergenerational planning to help manage your legacy and/or collaborate with your existing estate planning professional to minimize the possibility of something falling through the cracks. 

Tom - Brochure

Thomas Morrone CFP®, CPA

Principal

I grew up in a family business and at an early age I learned the importance of hard work, providing an elevated level of...

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Tom Fletcher CFP®

Director of Investment Strategy

Tom has been dedicated to serving clients in the financial service profession for the past 35 years. His experience...

Latest Blog Post

TSO: Redefining Rock

Paul Morrone |
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Tom Morrone
Over the years I have heard various versions of the Christmas Story. I do not mean Santa Claus and the Ho! Ho! Ho! or Rudolf the red nosed reindeer or Frosty the snowman. Growing up as a Catholic, the Christmas story was all about the birth of baby Jesus. Now, I am not getting religious and preaching about being Catholic so please keep reading. Recently, our neighbors invited us to join them to see the Christmas Story as presented by the Trans-Siberian Orchestra (TSO).

Reconnecting With Family In The Mile High City

Paul Morrone |
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Paul Morrone
Keeping in touch with family and friends is hard work. At least in the office we have sophisticated systems to help us stay up-to-date with our clients’ lives, but in my personal life I feel like I’m running around like a chicken with my head cut off. I know it’s not just me because many of my friends, especially those who have young children, all seem to feel the same way.

Italy: Reflections

Paul Morrone |
Categories
Tom Morrone
We had a wonderful journey throughout the beautiful country of Italy. We saw the Amalfi coast in the south staying in Ravello and Sorrento. We traveled northward and journeyed around Tuscany and spent time in the walled city of Lucca. We then went further north into the mountains and ended our stay in the Lake Como region in the little village of Cadenabbia.