Our
Philosophy

Learn more

Our
Mission

Learn more

Our
Process

Learn more

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.

Contact us to learn more

Tax Strategic Investing

Retirement Planning

Cash Flow & Budget

Full Services and Added Value

Learn More

<p>The Fed and How It Got That Way</p>

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.
Learn More
<p>Best-Performing Asset Classes</p>

Best-Performing Asset Classes

Bonds may outperform stocks one year only to have stocks rebound the next.
Learn More
<p>Investments</p>

Investments

You’ve made investments your whole life. Work with us to help make the most of them.
Learn More

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

Schedule a Meeting