What Interests You Today?

Begin

It all starts here. You may be looking to fill a void that exists in a previous advisory relationship or are ready to commit to one for the first time. We welcome the opportunity.

Plan

There was likely a catalyst that brought you here. Our immersive process will uncover what is most important to you, educate you on your options and help you make informed decisions.

Transition

These are the life changing moments that you have been planning for, and there is often only once chance to get it right. 

Your Team

Founder

I grew up in a family business and at an early age I learned the importance of hard work, exemplary service and the...

Financial Planning Assistant

Growing up in North Haven, it never occurred to me that I would one day be working right on the town green that I’ve...

Latest Blog Post

Paul Morrone |
Categories
The one-off, unseasonably warm and sunny day is always a welcome gift during the doldrums of a New England winter. This year, especially, it feels like we haven’t seen the sun for more than a handful of days, and, despite the mild temperatures, winter has seemed longer and gloomier than ever. Until now. We were gifted a beautiful Sunday a few weeks ago and it felt like people came out in droves to enjoy it. But the party ended quickly. Things got even better yesterday when it hit 60 across the state and I got to enjoy one of my favorite moments of the year – the first drive home with the windows down.
Paul Morrone |
Categories
There is something about feeling the sand between your toes while strolling along the beach that is so relaxing. That is not true for everyone, but it certainly is true for me. This past week I was extremely fortunate to have the “toes in the sand” feeling many times. A quick burst from Tweed New Haven on Avelo to Sarasota provided us with the opportunity. Cathy and I have enjoyed visiting Anna Maria Island over the years and always enjoyed the area and this most recent trip did not disappoint in any way. From Sarasota Airport, it is only a 35–40-minute drive to get to where we were staying so it was simple. Also, departing from Tweed was another piece of cake, though it was 19 degrees when we left New Haven. A quick non-stop flight and we arrive to see the sun and palm trees. Snowbirds, who have flown south for the winter, have complained about the chilly winter, at least by Florida standards. Fortunately for us, we had sun and temperatures in the mid to upper 70’s all week long.
Paul Morrone |
Categories
Becoming a homeowner has been quite the ride for Rachel and I. We've been knee-deep in renovations, relying heavily on the support of our loved ones, and even had to tackle a snowstorm. Through it all, our dog Mason has been taking everything in stride, proving to be the ultimate companion.