Our
Philosophy

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Our
Mission

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Our
Process

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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.

Click here to learn more about the Five Star Wealth Manager Award.

*In advisory relationships.

This award is based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2019-2021 Five Star Wealth Managers. 

Onboarding

Tax Strategic Investing

Retirement Planning

Cash Flow & Budget

Full Services and Added Value

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<p>Keeping Good Records is Good Business</p>

Keeping Good Records is Good Business

Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
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<p>How to Retire Early</p>

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
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<p>Global and International Funds</p>

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?
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Our Specialists

Sherry Pensak

Sherry Pensak

Office Manager & Executive Assistant

(860) 430-2637

(860) 430-2881

Learn How We Can Help You

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