PROUDLY SERVING DARIEN, ROWAYTON & NEW CANAAN
Wealth Advisory
Elegant, practical planning and fiduciary perspective—aligned to your family’s goals and coordinated with trusted specialists.
Fiduciary mindset • Clear summaries • One monthly statement
What We Cover
Financial Planning
Cash flow, education funding, retirement mapping.
Portfolio & Fees
Second-opinion reviews and fee transparency.
Insurance & Risk
Life, disability, long-term care, and umbrella alignment.
Estate & Trust Coordination
Interface with counsel and tax to align documents & titling.
Liquidity & Concentration
Equity comp, options strategy, and diversification windows.
Philanthropy
Gifting structures, DAFs, and measurement approaches.
Popular Scenarios
Fee & Fit Review
- Statement & holdings review
- Fee & risk clarity
- Action options
College & Retirement
- 529/education plan
- Retirement target map
- Insurance coverage check
How It Works
- Step 1ClarifyDefine goals, timeline, and constraints.
- Step 2ReviewIndependent perspective on portfolios and coverage.
- Step 3AlignCoordinate next steps with tax and legal as needed.