573 Hopmeadow Street
Simsbury, CT 06070
Our clients are comprised of a diverse group of individuals and institutions, including retirees, business owners, corporate executives, medical professionals, non-profit organizations and pension plans. The common element is that:
- Our clients are seeking professional unbiased help in achieving their financial goals
- Our clients would like to delegate responsibility for day to day investment management decisions.
- Our clients are prepared to follow the professional advice that we and their other professional advisors provide.