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We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.


Christine Dellacato

Branch Manager



Christine Dellacato has built a solid reputation as a dedicated financial advisor. Her ability to bridge the gap between Wall Street and Main Street provides her clients with an ongoing commitment towards helping them pursue their...

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Beth Coutts

Operations Manager



Beth received her Bachelor of Science in Nursing from Southern Connecticut State University in 1987. She worked as a pediatric nurse in Boston before accepting a commission to the United States Navy Nurse Corps and relocating to San...

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