We're an award-winning, independent boutique wealth management firm dedicated to empowering others to Live Well.
Our Mission & Values
It has always been our goal to deliver the best wealth management experience for every client, every time, at every touchpoint. We fulfill that mission by embracing the six core values that set us apart – we are unique, strategic, consistent, princpled, academic and approachable. We also maintain a strong commitment to bettering the lives of others through a strong commitment to diversity, equity and inclusion and meaningful community involvement.
We care as much about your financial life goals as you do. That's why we developed our personalized Plan Well, Invest Well, Live Well™ strategic process, which brings together the experience and attention of our entire team to listen to your needs, build and execute a plan to meet them, and partner with you to build upon and adjust that plan through every stage of life.
Our award-winning, financial advisors offer more than 50 years of combined experience in the financial industry. As a partner of Commonwealth Financial Network®, the largest privately-owned independent Registered Investment Adviser broker-dealer, we partner with clients in 37 states from our home base in Pomfret, Connecticut.