Welcome Spring!

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