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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, providing an elevated level of...

Tom-Fletcher-Headshot
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 |
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The experience of having Ryan couldn’t have been more different than with Kyle. The first time around, everything is new. You’re a dangerous cocktail of nervous, excited, sleep deprived and slightly panicked. I was like a deer in headlights, frozen, in shock and completely baffled after his delivery. Then the nurse casually handed me a minutes-old child like it was a meatball sub, as if to say ‘here ya go!’ There was almost an expectation that I would know what to do. Clearly, I was in over my head.
Paul Morrone |
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I recently wrote about my high school years and listening to music and walking to an Elton John concert in New Haven. I heard from several of you about some of your antics in your younger days including some concert memories. It is fun to write and share stories about my life. What I enjoy even more is when you share your stories as well. In reading some of your concert memories, I thought of more of my own.
Paul Morrone |
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Similar to how many tropical climates only have two seasons (the rainy season and the dry season), there are two only seasons that exist inside our house: the season of air conditioning and the season of heat. The air conditioning season is from about March until December and the heat covers the rest of the year.