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It all starts here. You may be looking to fill a void that exists in a previous advisory relationship or are ready to commit to one for the first time. We welcome the opportunity.

Plan

There was likely a catalyst that brought you here. Our immersive process will uncover what is most important to you, educate you on your options and help you make informed decisions.

Transition

These are the life changing moments that you have been planning for, and there is often only once chance to get it right. 

Your Team

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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If you reviewed the contents of my SPAM folder for my gmail account, you’d think I was the luckiest person in the world. In just the span of a few days, I appear to have been the beneficiary of several deceased individuals’ estates, be the rightful owner of millions of dollars of unclaimed property and even have received a gift from the Bill and Melinda Gates foundation. That’s not to mention the unbelievable ‘investment opportunity’ presented by Dr. Owusu Akoto or the generous donation from Mr. Lerynne West who graciously offered me a gift of $1.0mm. And I can certainly retire on the $18.7mm that is due to me from the Central Bank of Nigeria or the $8.0mm from the United Nations. What a week! It makes you wonder why I even come to work.
Paul Morrone |
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I write this on October 24, 2021, while cruising along at 35,000 feet above sea level for the first time since February of 2020. That timeframe is the longest stretch without flying in my adult lifetime. While flying is not my favorite thing to do, it is a necessary evil to get from point A to point B. That holds especially true when points A and B are thousands of miles apart from each other. This “maiden voyage” takes me from Bradley Field to warm and sunny Tampa Florida in route to Naples. The weather in CT has been spectacular by October standards but even though it has been nice in CT the weather in Florida is nicer or at least warmer. Also, regardless how nice the weather is in the Nutmeg State, and how beautiful the foliage is this time of year, Florida has palm trees. I love palm trees.
Paul Morrone |
Categories
Every year it seems that Halloween gets skipped over, with stores quickly putting out their Christmas and Hanukkah displays, however, I intended on relishing it! Halloween for me is enjoyable because it happens during my favorite time of the year, and it involves some of my favorite things: candy, apple cider, apple crisp, and a day spent at the apple tree farm, which we’ve made a tradition to do every year and this year with Mason, as you saw a couple weeks ago!