Procyon

Procyon is an independent, employee-owned financial advisory.

06/24/2026

In our recent financial wellness webinar: Protecting What Matters: Risk Management & Insurance Basics, Senior Vice President and Private Wealth Advisor, Brian Turner answered common insurance questions.

For example, how the tax treatment of disability benefits can differ depending on whether the premium is paid by an employer or by the individual; In addition to, how a policy is structured and who pays the premium may affect how benefits are treated when a claim is made.

Curious about how insurance factors into your financial picture? Book a complimentary consultation to review your overall plan.
https://procyon.net/contact-us/

06/23/2026

Some of our favorite moments lately have been hearing about, and celebrating, the graduates in our Procyon family. We are so proud to share a few of them here.

Congratulations to the Class of 2026 and everyone celebrating in our Procyon family and community! To every graduate stepping across that stage, we hope you are proud of what you have accomplished and that you carry that excitement forward into your future.

06/21/2026

This Father's Day, we celebrate the fathers and father figures whose guidance, encouragement, and unwavering support help shape the lives of those around them. Thank you for the example you set, the lessons you share, and the care you provide each day.

Happy Father's Day from all of us at Procyon.

06/17/2026

Legacy planning is about more than just moving money; it's about preserving the values and wisdom that built your family's wealth.

Senior Vice President and Private Wealth Advisor Brian Turner was featured in discussing how advisors can help families capture and pass down their most meaningful assets: their stories, values, and lessons learned.

"We often turn to wisdom or gather it in the seasons of suffering. By extension, a family’s problems are incredible teachers. But to make use of the teachings, families must try consciously to remember their painful experiences as sources of knowledge." — Brian Turner

Read the full story: https://www.investmentnews.com/practice-management/legacy-planning/266910

06/16/2026

Deirdre is a Senior Client Service Associate who demonstrates excellence in the work that she does. With her proactivity, attentiveness, and genuine dedication to those she serves, she has diligently aided the needs of our clients’ time and time again.

At Procyon, our values are rooted in care, integrity, and a deep commitment to the people we serve; In recognizing Deirdre for the incredible impact she has made here, we are truly proud to have her on our team.

Thank you Deirdre for all that you do!

06/15/2026

Our co-founder and CEO Phil Fiore connected with Family Wealth Report to discuss how private equity is reshaping the wealth management industry through consolidation, integration, and minority investment.

Phil shared how both the minority stake model and AI are impacting our firm’s capabilities and growth opportunities.

“We want our talent to perform at the highest levels. In order for them to do that, they need to have proper tools to execute at the speed and quality that they need to. As a firm, our role is to anticipate these needs, equipping our talent with the tools and support them to succeed,” he shared.

Read the full story here: https://www.familywealthreport.com/article.php/ANALYSIS%3A-Is-Private-Equity-Capital-Losing-Its-Charm-For-Wealth-Managers%3F

06/12/2026

Across time zones, offices, and tables, Procyon is one team.

This past week, each Procyon office came together over lunch to celebrate how far we've come in nine years. Although our team has grown and expanded across multiple states, sharing in this simple anniversary lunch reminded us that no matter the distance, we are unified by a common goal. Procyon's team connection transcends beyond office walls.

Procyon's growth over the last 9 years has been extraordinary, the expansion of our team has allowed us the opportunity to continue building new connections, solidifying our confidence that the best is yet to come!

06/09/2026

Please join us in welcoming Hayden Barnes to Procyon as our new Advisor Transitions and Integrations Manager!

With over six years of hands-on experience in client coordination, operations, and process improvement, Hayden is a wonderful addition to the Procyon team. She will play a meaningful role in how we bring new advisor teams and firms into the fold, helping ensure that every transition is handled thoughtfully, making her a natural fit for what this role entails.

Welcome to the team, Hayden!

06/08/2026

Retirement planning is about understanding how you want to spend your time and what that lifestyle will actually cost.

Partner & Private Wealth Advisor Bob Alimena was featured in discussing how an extended summer vacation can serve as a valuable "trial run" for retirement, helping individuals test both their routines and spending habits before leaving the workforce for good.

“If you live exactly how you want for the first few months, can you maintain that spending rate successfully on an annual basis throughout retirement?” Bob said. “It may take an extra few months to really settle in and smooth out those annual spending expectations.”

Read the full story here: https://www.investmentnews.com/practice-management/retiring-in-the-summer/266804

06/05/2026

Procyon is delighted to welcome our 2026 summer interns!
Over the coming weeks, this exceptional group of young professionals will work alongside our Business Development, Operations, Private Wealth and Investment Teams.

Great organizations grow by investing in great people. From the start, our interns are welcomed as members of the team, immersed in substantive work, and supported by mentors who are genuinely committed to their development.

Please welcome Procyon’s 2026 summer interns - Tyler Amprim, Kylie Hamilton, Cameron Rodrigues, and Drew Curto!

Address

One Corporate Drive Suite 225
Shelton, CT
06484

Telephone

+18447762966

Website

http://www.procyon.net/

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