Fiduciam Financial - Connecticut

09/01/2026

If you’re considering purchasing a second home, you’ll first want to evaluate the financial risks and benefits. I can help you weigh the pros and cons so that you make an informed decision that’s aligned with your long-term financial goals.

3 key financial factors to consider before purchasing an investment property or dream vacation house.

08/30/2026

Happy Birthday to Private Wealth Advisor Brianna Gambacini! Wishing you a birthday filled with joy, laughter, and unforgettable moments. Your dedication, expertise, and commitment to our clients make a meaningful impact every day, and we’re grateful to have you on our team.

https://bit.ly/4yaS0Qe

08/27/2026

Heard of 529 plans — but not sure how they actually work?

You’re not alone. Understanding contributions, withdrawals, and eligible expenses can make a meaningful difference in how these plans are used.

This article answers some of the most common questions. We can help make planning feel more approachable.

Learn the ins and outs of 529 plans.

08/26/2026

Please join us in welcoming Client Concierge, Ryan Cross to the Fiduciam team! Whether you're speaking with him on the phone or visiting our office, we know you'll enjoy getting to know Ryan. We're excited to have him on board and look forward to all he'll contribute to our clients and team.

https://bit.ly/45OH3I6

08/25/2026

Whether you’re changing jobs, retiring early or navigating a major life change, losing health insurance can be scary. The good news is there are several options to help you stay covered. From COBRA to marketplace plans, learn which one is right for you.

Find out how to address your health care needs in the event of a coverage gap.

08/25/2026

Happy Birthday to Private Wealth Advisor Stephanie Field! Wishing you a wonderful birthday and a year filled with continued success, new opportunities, and countless reasons to celebrate.

https://bit.ly/4zyPwN2

08/24/2026

We’re excited to recognize Michael Goralski, Financial Planning Analyst, for earning his Certified Financial Planner™️ (CFP®️) designation from the CFP Board.

Widely recognized as a benchmark of excellence in the financial planning industry, the CFP®️ designation highlights Michael’s expertise, commitment to ethical standards, and focus on helping clients achieve their financial goals.

Congratulations, Michael, on this impressive accomplishment. Your hard work and dedication are truly commendable!

https://bit.ly/4zBIOpB

08/22/2026

Happy 34-Year Anniversary to Private Wealth Advisor and Managing Partner, Mark Jones! Thank you for your outstanding leadership, wisdom, and guidance over the years. Your mentorship, dedication, and commitment to excellence have had a tremendous impact on our team, our clients, and our firm. We are grateful for all that you do and for the knowledge and support you share every day.

https://bit.ly/3UcITzP

08/21/2026

Big congratulations to Mehdi Azizi, Allison Becker, and Stephanie Field for being named to the 2026 Forbes | SHOOK Best-in-State Next-Generation Wealth Advisors list! This honor celebrates advisors who help clients achieve their long-term financial goals—and that’s what drives us every day. Thank you to our amazing clients for your trust and loyalty. We’re excited to keep empowering your financial future!

https://bit.ly/4xTLQUC https://bit.ly/3UqQbjt https://bit.ly/3SMoCAL

08/20/2026

Protecting your finances also means protecting your information. 🔒

Everyday habits — online and offline — can reduce exposure to fraud. This article shares practical, easy‑to‑apply steps that help strengthen personal security.

Learn about common types of fraud, how to protect yourself, and how we can work together safely and securely.