Wooster Square
(860) 306-5981
470 James Street, New Haven, Connecticut, 06513
Business hours
| Monday | 9:00am to 5:00pm |
| Tuesday | 9:00am to 5:00pm |
| Wednesday | 9:00am to 5:00pm |
| Thursday | 9:00am to 5:00pm |
| Friday | 9:00am to 5:00pm |
About us
We are a well-established, high-end, independent wealth management and advisory firm. Our advisors have extensive experience in the financial sector and financial services industry. We’re not surprised by much, and we apply our time-tested strategies to highly personalized plans, helping you effectively navigate the market with poise and confidence.