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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.

Latest Blog Posts

Cruising The Thimbles

Submitted by US Wealth Management New Haven on August 19th, 2019

By Thomas Morrone CFP®, CPA

Our neighbor Jim recently celebrated his 60th birthday which is a milestone in life. The last couple of summers we talked about doing the Thimble Islands Cruise that departs from the marina in the Stony Creek section of Branford. The discussions over the years about taking the cruise became a reality on Jim’s birthday this past August 12th. Jim’s wife Robin had her sister visiting from AZ with her husband. The six of us decided to meet at the docks, go for the tour and then go for pizza and beer after. Sounded like a plan to me. The 44-foot tour boat holds 49 people and is a double decker type with an open-air upper section. Cocktails and soft drinks were available on the boat and the weather was perfect. So, with sunglasses and hats we boarded the vessel and went to the upper deck and were excited about taking the tour that lasts 45 minutes.

The Planner's Perspective: Communication is Key

Submitted by US Wealth Management New Haven on August 12th, 2019

By Paul Morrone CFP®, CPA/PFS, MSA

Communication is key in any relationship, personal, professional or otherwise. Too often are the lines of communication broken down between family members, especially when it comes to hard or emotional topics such as money and death. We can spend hours discussing the merits of estate planning, but equally as important as having executed a solid estate plan is communicating that plan to those who will be most affected by it. This generally includes not just your spouse, but your children, siblings, parents or others who may have a defined role as beneficiary or fiduciary.

A New Home Away From Home

Submitted by US Wealth Management New Haven on August 12th, 2019

By Paul Morrone CFP®, CPA/PFS, MSA

Over the past month or so we’ve given our office a significant face lift, which meant ‘living’ in a construction zone for a couple of weeks. Anyone that has undergone a home renovation knows that the best part about a construction project is seeing it completed, as the disruption it causes is no fun to say the least. At first things were not too bad as the wallpaper came down and the primer went onto the walls. Aside from some mild odor, it was business as usual. Then came the demolition stages.

WE DEVELOP TAILORED STRATEGIES TO MANAGE YOUR FINANCIAL FUTURE

IT ALL STARTS WITH YOUR COMPREHENSIVE FINANCIAL PLAN

OUR DECISIONS ARE NOT MADE ALONE

What Interests You Today?

Does My Portfolio Fit Me?

Comprehensive Financial Planning

Estate Planning Guidance

Thomas Morrone

CFP®, CPA

Principal

Paul Morrone

CFP®, CPA/PFS, MSA

Financial Planner

Tom Fletcher

CFP®

Director of Investment Strategy

Alan Reese

CPA

Director of Financial Planning

Looking to learn more?

Latest Blog Posts

Cruising The Thimbles

The Planner's Perspective: Communication is Key

A New Home Away From Home