Professional Advisory
Wealth Advisory
Goal-based planning, fiduciary reviews, and insurance analysis
Proudly Serving Darien, Rowayton & New Canaan
Expert Access
Elegant, practical planning and fiduciary perspective—aligned to your family's goals and coordinated with trusted specialists.
Fiduciary mindset • Clear summaries • One monthly statement
Services
What We Cover
Financial Planning
Cash flow, education funding, retirement mapping.
- Comprehensive cash flow analysis
- Education funding strategies
- Retirement income planning
Portfolio & Fees
Second-opinion reviews and fee transparency.
- Investment allocation review
- Fee analysis & benchmarking
- Manager evaluation
Insurance & Risk
Life, disability, long-term care, and umbrella alignment.
- Life insurance needs analysis
- Disability & LTC coverage
- Umbrella policy coordination
Estate & Trust Coordination
Interface with counsel and tax to align documents & titling.
- Cross-advisor coordination
- Asset titling review
- Trust funding support
Liquidity & Concentration
Equity comp, options strategy, and diversification windows.
- Stock option planning
- Concentration risk analysis
- Diversification strategies
Philanthropy
Gifting structures, DAFs, and measurement approaches.
- Donor-advised fund setup
- Charitable giving strategies
- Impact measurement
Use Cases
Popular Scenarios
Fee & Fit Review
Get an independent assessment of your current advisory relationship.
- Statement & holdings review
- Fee & risk clarity
- Action options
College & Retirement
Balance education funding with long-term retirement goals.
- 529/education plan
- Retirement target map
- Insurance coverage check
The Process
How It Works
Clarify
Define goals, timeline, and constraints.
Review
Independent perspective on portfolios and coverage.
Align
Coordinate next steps with tax and legal as needed.
Ready to align your financial strategy?
Use an Advisory Credit or explore membership options.
CT DCP HIC.0703031 · Insured (GL & Contractors E&O)