Serving Educators
I specialize in helping State of Connecticut educators address the many questions they may have regarding their retirement options.
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Serving Business Owners
Business owners face financial concerns in both their personal and professional lives and I can help provide them guidance with their planning.
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Serving Individuals
I work closely with those preparing for retirement and other significant milestones such as planning for education costs or handling a career transition and the complications that go with it.
Learn MoreExperience, Dedication and Independence lead to Objective Advice.
There are a lot of choices when it comes to picking a Financial Advisor. Among those choices there is a huge variation in credentials, skills and commitment to always put client interests first.
I created Stone Arch Wealth Advisors to afford me and my team complete freedom to focus on long-term client goals through active Financial Life Management. I knew, after twenty years in the profession, that structuring my firm as an RIA would be best for clients. Being an RIA means greater independence and the ability to better align our interests with our clients. Like an athlete or actor who hires a professional manager to help in areas where they lack the time or expertise, we hope you will look to us for steady guidance, insights and perspective.
To have a conversation about your needs and how our expertise can help, give us a call at 860-835-ARCH (2724).
