We are an independent fee-only adviser, based in New Haven, Connecticut providing unbiased, objective financial planning and investment management tailored to the unique needs of wealthy individuals and families.

Our mission is simple: to help you define your personal financial objectives, risk tolerance, and develop strategies to meet your objectives, implement those strategies and monitor progress. Whether you are focused on perserving wealth, planing for retirement, managing generational transfer, or optimizing tax efficiency, we are here to help guide you every step of the way.

We believe strongly that you can not manage what you don't measure. To that end, we create your Wealth Plan, a clear, comprehensive financial health assessment of where you are today, where you want to be, and how you can get there. With a deep understanding of your short- and long-term objectives, tax landscape, and estate planning needs, we provide holistic advice--free from conflicts of interest and always in your best interest. Then we meet with you regularly to review progress against the Wealth Plan.

We become your personal CFO.