About Us

At the heart of our firm is family - not just in name, but in how we operate every day. All 3 founding partners work alongside their children, creating a team culture built on trust, support, and shared values. That spirit of family has shaped how we care for our clients and how we work together behind the scenes.

As we've continued to grow - welcoming new team members, expanding our services, and deepening our relationships with clients - we've outgrown a single location. Today, we're proud to serve you from two office spaces, giving us the room to better collaborate, meet with clients more personally, and stay connected as a team.

36 Buff Cap Road Suite 3, Tolland, CT 06084

This location serves as a regular workspace for Bruce and his daughter, Kat, who are often available to meet with clients on-site. Mary Kay also frequently holds her in-person meetings here, offering a convenient and collaborative environment for personalized planning sessions.

5 Vina Lane Brooklyn, CT 06234

Mike and his daughter, Sam, operate out of this office location each day, making it a go-to spot for clients seeking hands-on support and tailored advice. It's a space that reflects their collaborative, client-first approach.

Meet This Growing Family Of Ours

Each summer, members of our team attend a high-level conference held in inspiring destinations - a time dedicated to advanced training, industry insights, and celebrating excellence. It's during these events that we've been honored to be recognized for our team's collaboration and commitment to our clients. For a decade now, we've had the joy of bringing our families along, turning these professional milestones into meaningful shared experiences.

While we've cherished the memories and recognition that comes with this yearly event, our greatest reward is - and always will be - serving you and walking alongside you on your journey to lasting financial success. We invite you to take a look at a few of our favorite moments from these events in the slideshow below, and we hope you can feel a part of the memories we've made along the way.

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About Us

36 Buff Cap Road Suite 3, Tolland, CT 06084

5 Vina Lane Brooklyn, CT 06234

Meet This Growing Family Of Ours

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