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

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.
APRIL 2016

Wednesday, April 27

401(k) Brokerage Workshop

6:00 - 8:00pm

Location: Glastonbury, CT

MAY 2016

Wednesday, May 4

UTC Executive Strategies Workshop

6:30 - 9:00pm

Location: Glastonbury, CT

Wednesday, May 18

UTC Executive Strategies Webinar

7:00 - 9:00pm EDT

Location: via Webinar

Thursday, May 19

Retirement Empowerment Webinar

7:00 - 9:00pm EDT

Location: via Webinar

Tuesday, May 24

401(k) Brokerage Webinar

7:30 - 9:00pm EST

Location: via Webinar

Wednesday, May 25

Retirement Empowerment Workshop

6:00 - 9:00pm

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)