About Us

After more than 30 years working at large investment firms such as Fidelity, JP Morgan Chase, Wells Fargo, and AG Edwards & Sons, I have decided to adopt a personalized approach to wealth management. With new technology, Registered Investment Advisors (RIAs) can offer concierge wealth management services. 

Accounts are safeguarded through full custody at Charles Schwab, providing clients with absolute transparency via the Charles Schwab website and app. 

I approach the management of my clients' wealth with the same diligence and commitment as I do my own investments, demonstrating my belief in the strategies I recommend. 

Every client has direct access to me via text, email, or my personal cell phone. Say goodbye to hold times with 800 numbers, gatekeepers, and long waits. I provide the one-on-one service you deserve. 

Experience:

• Over 30 years of Wealth Management and Financial Planning Experience. 
• Managed a $2 billion practice for nearly two decades as a Vice President Financial Consultant at Fidelity Private Client Group. 
• Assisted over 1,000 families into and through retirement and completed over 800 IRA Rollovers. 

Portfolio Manager Experience:

• Albertus Magnus College Endowmnet. 
• Pension of the Third Taxing District in Norwalk CT. 
• Fixed Income Portfolios for the City of Norwalk. 
• Numerous Churches, Cemeteries and Retirement Homes in CT. 

Licensing and Exams Completed:

• Completed (Chartered Financial Analyst) CFA Curriculum in 18 months, shortest time period possible.
• CFA Levels I, II and III, passed on first attempt. 
• Financial Industry Regulatory Authority (FINRA) Series: 7,9,10, 26, 63 and 65, all passed on first attempt. 
• Insurance: Health, Life, Fixed and Variable Annuities, passed on first attempt.