What Interests You Today?

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. 


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 |
It is always nice to leave the cold weather behind and spend some time with palm trees and warm, balmy breezes. After a three-hour direct flight from Bradley to Tampa and a quick 35-40-minute drive from the airport, we were at the Clearwater Beach area in FL. We stayed just outside all the hubbub in Belleair Beach, 5 miles south of Clearwater.
Paul Morrone |
Seven years ago, I had much more hair to cut, and like many folks, had to regularly schedule haircuts to make sure I didn’t look like a slob. Much of my adult life I had gone to a salon in Wallingford and always enjoyed my time there. The staff was great, location was convenient, and it was one of those things that if it wasn’t broke, there was no reason to fix it. From a convenience standpoint, however, I couldn’t justify going to the same place after having moved to Branford and it was time to find somewhere new. I walked into a barber shop on the green in Branford and met Ron, who I’ve seen religiously every three weeks ever since.
Paul Morrone |
When Kyle was born, the doctor in the hospital suggested that we give Buddy the blanket and beanie hat that Kyle wore the day he was born. Well, that was the beginning of their relationship in that Buddy had the scent of this little person that would soon be integrated into his life. The attention that went totally to Buddy now had to be shared with this little person.