We Help Others Live Well Through Volunteering

We recognize that active community involvement is an essential component of helping others to Live Well. We provide two paid days per year for each member of our team to dedicate to volunteer work so that our community support extends far beyond financial support to include the investment of our team's time, talents, expertise and passions.

We also volunteer as a group at community events and organizations, with a particular focus on initiatives focused on ending hunger in our communities, providing opportunities for disadvantaged children to learn through new experiences, and to improving youth financial literacy so that the kids of today can grow up to plan well, invest well and live well tomorrow.

Our team members have contributed their time and talents to a variety of organizations, including:

• Local Conservation Commissions
• Putnam and Pomfret Regional Schools
• NECT Food Council
• YMCA of Greater Hartford
• The Hole in the Wall Gang Camp

We have also partnered with Commonwealth Financial Network® as our broker/dealer for many reasons, including their commitment to supporting charitable organizations. Visit their Commonwealth Cares page for more details on the programs they support.

We Help Others Live Well Through Community Leadership

We don't just get involved through volunteering, we also maintain a personal and ongoing investment in a variety of organizations that help our clients and community to Live Well in many aspects of life:

• Principals/Managing Partners Laurence Hale and James Zahansky contribute their time and expertise as board of directors members and officers for organizations including the Northeastern Connecticut Chamber of Commerce, the Hale YMCA, the Quinebaug Valley Community College Foundation and the Rectory School.
• Senior Vice President and Financial Advisor Leisl Langevin is a member of the Northeast Connecticut Women & Girls Fund Steering Committee and the Putnam Business Association and coaches soccer for the NECONN United Soccer Club.
• Kate Pitts, Director of Client Experience and Relationships, is a member of the Pomfret Proprietors Association.