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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. 

Principal

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

Director of Investment Strategy

I have always been partial to the wealth management industry. My father, John, is a financial planner and has served as...

Financial Planning Assistant

Growing up in North Haven, it never occurred to me that I would one day be working right on the town green that I’ve...

Latest Blog Post

Paul Morrone |
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Over the years, we have visited the Mystic area numerous times. When our children were younger, we loaded everyone in the car and would do the family day trip to the aquarium. After the visit to the aquarium, we would take the kids to visit the village shops that were adjacent to the aquarium. There was always something interesting to look at and yummy to eat. Cathy and I have done many day trips to the quaint main street of Mystic and enjoyed going in and out of all the little shops and boutiques that line the street right near the Mystic River. Again, there was lots to see and many wonderful food options and items to satisfy the sweet tooth were always abundantly available. We usually would spend the better part of the day, have a nice lunch, and then head home. It was about an hour drive, so we did not feel the need to stay overnight. Recently, we decided to do something different.
Paul Morrone |
Categories
Graduating college is an overwhelming and exciting part of your life. One day you’re taking courses that take up 90% of your time, doing homework, hanging out with friends and working a part- or full-time. The next, you are faced with the tough decision as to whether you want to start your life right away or not. Many people take this time to travel, visit family, or check off items on their bucket list. Being ambitious, motivated, and openminded, I knew I wanted to jump start my career. Fast forward two months later, and I’m excited to have found a home on the US Wealth New Haven team.
Paul Morrone |
Categories
Hiring is hard. I think of it like the speed dating scene in the movie Hitch, when Eva Mendez is stuck in a room of male suitors each of whom has a 2 minute window to make a good first impression. Of course (if you’ve seen the movie – which I have, many, many times), Will Smith bursts in, makes a scene and steals her heart – much to the dismay of everyone else in the room who was eagerly awaiting a chance to sit across from her. While it may not be nearly as dramatic or engaging, the speed dating analogy isn’t a terrible one. After plowing through a litany of resumes and kissing a lot of frogs, I’m excited to introduce Preston Young, Financial Planning Assistant, as the newest (and tallest) member of our team.