Glastonbury, CT • Charlotte, NC • North Haven, CT • Waterford, CT • (800) 218-8588

Announcing our Charlotte, NC office!

15801 Brixham Hill Avenue, Suite 530
Charlotte, NC 28277


We are a one-of-a-kind wealth management firm working collaboratively with clients
throughout the United States to provide comprehensive financial advice.
We are committed to inspiring and empowering our clients to realize their lives' passions.

The retirement

 you deserve:

a logical approach


Register for a Retirement Empowerment

Workshop or Webinar.

Have you

your 401(k)?


Register for a 401(k) Brokerage

Workshop or Webinar.

Let's talk.

We're ready

when you are.


Call (800) 218-8588 to

schedule your first appointment.

JUNE 2015



Thursday, June 4

Retirement Empowerment Webinar 

7:00 - 9:00pm EDT

Presenter: Michael P. Grossman, CFP®
Location: via webinar



Wednesday, June 10

401(k) Brokerage Workshop

6:00 - 8:00pm

Location: Glastonbury, CT



Thursday, June 11

Retirement Empowerment Workshop

6:00 - 9:00pm

Presenter: Michael P. Grossman, CFP®
Location: Glastonbury, CT


Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services, we are currently required to limit access of the following pages to individuals residing in states where we are currently registered.  Investment products and services available only to residents of: Arizona (AZ), California (CA), Connecticut (CT), Florida (FL), Georgia (GA), Illinois (IL), Massachusetts (MA), Maine (ME), Missouri (MO), North Carolina (NC), New Hampshire (NH), New Jersey (NJ), New York (NY), Pennsylvania (PA), Rhode Island (RI), South Carolina (SC), Texas (TX), Virginia (VA), Vermont (VT)