You will always know exactly who you are talking to. These are the advisors who will get to know you, build your plan, and stay with you as things change.
Partner, Wealth Advisor
Leonel has spent more than 40 years building relationships with families and small business owners across Connecticut. His philosophy is simple: the best financial plan is built on trust, and trust takes time.
He gets to know you, understands what you are working toward, and walks alongside you for years. If a decision is not right for you, that does not change. The results matter, but the trust behind them matters more.
Partner, Financial Planner
Matt believes financial planning should feel less like a transaction and more like a conversation. With over 25 years of experience and a CFP® designation, he brings both the expertise and the genuine care that make a real difference.
He will tell you what you need to hear, explain it in plain English, and make sure you leave every meeting feeling more confident than when you walked in.
Financial Planner
Max believes the right financial habits are easier to build early than to fix later. He helps professionals and families get an organized, straightforward start with a real plan, and answers the questions people do not always know to ask.
He holds his Series 7 and Series 66 registrations through LPL Financial and earned his degree in Economics from Syracuse. Max is the advisor who helps you stay a step ahead of what is coming next.
The first conversation is just a conversation. No cost, no obligation, and no pressure.