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. 

Tom - Brochure

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 |
In my personal ranking of the annual holidays, Halloween falls pretty low on the list. It’s not that I’m against the concept, but once I hit high-school age (and learned what a cavity was) I just didn’t get as much of a rise out of dressing up and eating tons of candy. Through college it became a reason to party (like we needed one), and after college it was just another day of the week.
Paul Morrone |
Ravello is a small village perched high in the mountainside overlooking the scenic Amalfi coast in Italy. The region is magical with the panoramic ocean views in a backdrop of buildings of all types wedged into the cliffs seemingly suspended in air leaving one to wonder how the structures do not tumble down and go crashing into the ocean. As a result of the steepness of the terrain, to navigate around the village, there were a series of steep walkways, alleys and stairs that were lined with gardens, shops selling everything and anything, gelato stands, restaurants, pizzerias and wine bars. What could be better?
Paul Morrone |
By Paul Morrone, CFP®, CPA/PFS, MSA Polarizing viewpoints have made political topics a conversational powder keg, which is why I stay as neutral as Switzerland when it comes up in a friendly discussion. This is quite challenging at the national level (for the obvious reasons), but as a Connecticut resident it is even harder to appear agnostic as budget deficits, underfunded retirement obligations, lob loss, population decline, high taxes, crumbling infrastructure and debt service costs...