Wealth Management
Services

​New Canaan Group’s Wealth Management service focuses on the needs of high net worth families, business professionals and business owners.  We provide customized strategies in the areas of Investment Planning, Risk Management, Estate and Wealth Transfer Strategies and Financial Planning.

Risk Management and Insurance

​New Canaan Group's Risk Management and Insurance team has over 25 years of experience in providing planning services that help individuals and businesses manage risk through the use of various types of insurance products.​

Employer Retirement
Plans

New Canaan Group’s Employer Sponsored Markets team is an experienced group of professionals who focus on the implementation of employer sponsored retirement programs. We are dedicated to the financial success of public school, non-profit, governmental and corporate employees.​
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STAMFORD OFFICE
1266 East Main Street, 6th Floor
Stamford, CT 06902
(P) 203-358-0779
SHELTON OFFICE
3 Corporate Drive, Suite 212
Shelton, CT 06484
(P) 203-937-2444
Check the background of our financial professionals on FINRA's BrokerCheck
Disclosure:

Securities offered through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor.  Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, in PR as Equitable Network of Puerto Rico, Inc.  Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances.  Individuals may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. The information in this website is not investment or securities advice and does not constitute an offer. For more information about Equitable Advisors, LLC you may visit https://equitable.com/crs to review the firm's Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure.
New Canaan Group is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.  PPG-156436 (9/20) (Exp. 9/24)