Our
Philosophy

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Our
Mission

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Our
Process

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Delivering the Support and the Financial Guidance You Need

We know that these can be frightening times, but we want to assure you that one thing you don’t need to worry about is us supporting you through them. We are committed to offering you financial guidance, regardless of what the upcoming days, weeks, or even months might bring.

What We Bring to the Table

What We Bring to the Table

As an independent advisor and a fiduciary*, I am not mandated to sell products or meet monthly revenue goals. My focus is solely on keeping your interests in mind. While my work with you involves money, it’s not the money that brings you here. It’s your values, dreams and desire to provide for yourself and the ones you love.

Reach out and we’ll discuss what’s important to you and our comprehensive time-tested process to develop tailored investment and planning strategies.

I look forward to meeting you.

*In advisory relationships.

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Tax Strategic Investing

Retirement Planning

Cash Flow & Budget

Full Services and Added Value

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<p>Trends in Charitable Giving</p>

Trends in Charitable Giving

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
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<p>Investing with Your Heart</p>

Investing with Your Heart

For some, the social impact of investing is just as important as the return, perhaps more important.
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<p>Should I Buy or Lease an Auto?</p>

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.
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Our Specialists

Jenny Bergeron

Jenny DeRosa Bergeron

LPL Financial Advisor and Founding Member

(860) 430-2637

(860) 430-2881

Sherry Pensak

Sherry Pensak

Office Manager & Executive Assistant

(860) 430-2637

(860) 430-2881

Learn How We Can Help You

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