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.

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 2019-2020 Five Star Wealth Managers. 

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Tax Strategic Investing

Retirement Planning

Cash Flow & Budget

Full Services and Added Value

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<p>Can I Refinance My Mortgage?</p>

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.
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<p>A Meal for All Generations</p>

A Meal for All Generations

When it comes to generational differences, knowing the facts can be difficult.
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<p>Bi-Weekly Payments</p>

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
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Our Specialists

Sherry Pensak

Sherry Pensak

Office Manager & Executive Assistant

(860) 430-2637

(860) 430-2881

Onboarding

Learn How We Can Help You

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