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Does My Portfolio Fit Me?

Investment strategies are designed to be maintained and updated over time. Use our free analysis tool to see if your existing portfolio is aligned with your current risk tolerance.

Comprehensive Financial Planning

Our team can help consolidate advice from the many professionals you are working with to come up with a clear and concise financial plan moving forward. This will help give you confidence knowing that you have a real partner planning your financial future.

Estate Planning Guidance

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

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

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

Paul Morrone |
When I first started working with my dad eight years ago, part of getting acclimated in my new role was meeting all the people we are so fortunate to work with. It’s hard to believe, but over 30 years later many of you are meeting Kyle for the first time and have watched as our family has grown into its third generation over the past 32 years.
Paul Morrone |
I recently met a couple of my High School buddies, Paul and Jim for dinner and cocktails. We sat around and were having the “remember when” conversation for hours. We got lost in discussion about the past and would snap back into reality and be in the current day about whatever topic. We were sharing stories about our journeys through life, the good and the bad, and, up to this point and how thankful we all were for so many things
Paul Morrone |
My experience attending town or county fairs is limited to going to the North Haven Fair as a teenager. Growing up, we didn’t make annual trips to the Big E or even venture one town over to North Branford for the potato and corn festival. With fall rolling in and in our effort to enjoy some of the spectacular weather we’ve been having, Jill and I loaded up the car and headed to the Durham fair with Kyle.