Welcome Winter!

We've been rated
TOP WEALTH MANAGEMENT ADVISOR
FINANCIAL ADVISOR MAGAZINE - JULY 2018 (12th Year)
 
TOP CPA WEALTH PROVIDER
Accounting Today Magazine - JULY 2018 (10th Year)
 
FIVE STAR WEALTH MANAGER
2014 CONNECTICUT MAGAZINE

  
 
 
Welcome Winter 2019!

We've been rated
TOP WEALTH MANAGEMENT ADVISOR
FINANCIAL ADVISOR MAGAZINE - JULY 2018 (12th Year)
 
TOP CPA WEALTH PROVIDER
Accounting Today Magazine - JULY 2018 (10th Year)
 
FIVE STAR WEALTH MANAGER
2014 CONNECTICUT MAGAZINE

  
 
 
Welcome Spring 2019!

We've been rated
TOP WEALTH MANAGEMENT ADVISOR
FINANCIAL ADVISOR MAGAZINE - JULY 2018 (12th Year)
 
TOP CPA WEALTH PROVIDER
Accounting Today Magazine - JULY 2018 (10th Year)
 
FIVE STAR WEALTH MANAGER
2014 CONNECTICUT MAGAZINE

  
 
 
Welcome Summer 2019!

We've been rated
TOP WEALTH MANAGEMENT ADVISOR
FINANCIAL ADVISOR MAGAZINE - JULY 2018 (12th Year)
 
TOP CPA WEALTH PROVIDER
Accounting Today Magazine - JULY 2018 (10th Year)
 
FIVE STAR WEALTH MANAGER
2014 CONNECTICUT MAGAZINE

  
 
 
Welcome Fall 2019!

We've been rated
TOP WEALTH MANAGEMENT ADVISOR
FINANCIAL ADVISOR MAGAZINE - JULY 2018 (12th Year)
 
TOP CPA WEALTH PROVIDER
Accounting Today Magazine - JULY 2018 (10th Year)
 
FIVE STAR WEALTH MANAGER
2014 CONNECTICUT MAGAZINE

  
 
 
Happy Holidays!

We've been rated
TOP WEALTH MANAGEMENT ADVISOR
FINANCIAL ADVISOR MAGAZINE - JULY 2018 (12th Year)
 
TOP CPA WEALTH PROVIDER
Accounting Today Magazine - JULY 2018 (10th Year)
 
FIVE STAR WEALTH MANAGER
2014 CONNECTICUT MAGAZINE