09/03/2026
If you’re navigating a career change, you may have questions about your 401(k), restricted stock or whether your portfolio is overconcentrated. I’m here to help you explore your options.
Our focus is helping primarily retired individuals and families manage the complexities that accompany wealth.
174 West Street Suite 102
Litchfield, CT
06759
| Monday | 8:30am - 6pm |
| Tuesday | 8:30am - 6pm |
| Wednesday | 8:30am - 5pm |
| Thursday | 8:30am - 5pm |
| Friday | 8:30am - 5pm |
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