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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. 


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 |
For months, our daughter Kelly and her husband David spent many Sunday afternoons going to open houses, and lots of them. They also were constantly doing internet searches and went to multiple private showings. Looking in Fairfield, they were competing with many other (well-heeled) home hunters that were looking to escape from NYC due to COVID.
Paul Morrone |
I make my bed in the morning, every morning. My mother would be proud and I’m sure some of the credit is due to her beating it into my head for the 26 years I lived under her roof. But I don’t do it because I’m told to. I don’t do it because Jill wants it done. I don’t do it because someone could walk into the house and judge me for having a messy bedroom.
Paul Morrone |
When we wake up tomorrow morning, the world will be much the same. The changing of the date is merely a visual reminder that time stops for nothing. Seeing 2021 on the calendar may feel like an emotional reprieve from the chaos in the rear-view mirror, but aside from that, it will be just another Friday. While we will all remember 2020 for its negative attributes, I do believe some good has come out of it.