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

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

Latest Blog Post

Paul Morrone |
It is funny where a friendly conversation can take you. Even though snow is only a distant memory as the weather turns warmer here in CT, a friend and I were rehashing childhood memories, specifically those around snow days. We both laughed about the example of snow days off from school. Most kids loved snow days so they could get back in bed, sleep the morning away and then sit in front of the television all afternoon. Nope, not us.
Paul Morrone |
With nearly 15 months of COVID life in the rear-view mirror, I think most people still have more questions than answers. The ‘new normal’ that we had longed for a year ago has yet to materialize – and means something very different depending upon your stage in life, career (or lack thereof), financial situation or even where you live. But there is hope, I think.
Paul Morrone |
School picture day is always tough, especially with young kids. You never know exactly what they are going to look like by time it is their turn to take a picture.