About Us

We are A fee-only, fiduciary RIA registered with the SEC. We're a tax-first retirement planning firm headquartered in Avon, Connecticut, with offices in Milford and West Nyack. Every recommendation we make is built around minimizing your taxes — proactive Roth conversions, asset location, IRMAA avoidance, distribution sequencing. Most advisors allocate your money and call it a day. We build a tax strategy that keeps your wealth in your family tree. We earn no commissions on any product — ever. We Own the Entire Relationship Most firms hand you off to a third-party CPA and hope the left hand talks to the right. We're building tax filing in-house so that your retirement plan and your tax return are one conversation, not two. Planning and execution under one roof — nobody falls through the cracks.

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