You Deserve a Financial Plan Built Around Your Life

 

Who We Are

We're a team of fiduciary advisors, meaning we're legally bound to put your interests first, with over 50 years of combined experience helping families and small businesses make smart decisions with their money. We're big enough to offer the full range of services you need and small enough that you'll always know exactly who you're talking to.

 

How We Work

Every client's situation is different and we treat it that way. Before we ever talk about numbers, we take the time to understand your life, your goals, and what you're working toward. The plan comes after that conversation, not before it.

 

What We Offer

Retirement planning, investment management, tax strategies, estate planning, and more. We bring it all together into one clear plan that makes sense for your specific situation and make sure you understand every part of it.

 

What You Can Expect

We're not just here for the first meeting. Life changes, priorities shift, and markets move. We stay connected, reach out proactively, and make sure you always have someone in your corner when you need them.

 

Meet Our Financial Advisors

Leonel Calderon, MBA

Partner, Wealth Advisor

Leonel has spent more than 40 years building relationships with families and small business owners across Connecticut. His philosophy is simple: the best financial plan is built on trust, and trust takes time. He gets to know you, understands what you're working toward, and walks alongside you for the long haul. Four decades in, that hasn't changed. The results matter, but the trust behind them matters more.

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Matthew Fortney, MBA, CFP®

Partner, Financial Planner

Matt believes financial planning should feel less like a transaction and more like a conversation. With over 25 years of experience and a CFP® designation, he brings both the expertise and the genuine care that make a real difference. He'll tell you what you need to hear, explain it in plain English, and make sure you leave every meeting feeling more confident than when you walked in.

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Maxwell Calderon

Financial Planner

Max believes the right financial habits are easier to build early than to fix later. He helps people get organized and intentional with their money, turning good instincts into a real plan and answering the questions people don't always know to ask. He holds his Series 7 and Series 66 registrations through LPL Financial and earned his degree in Economics from Syracuse. Max is the advisor who helps you stay a step ahead of what's coming next.

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