Wealth Management and Insurance for Families and Business Professionals
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 Management, Risk Management, Estate and Wealth Transfer Strategies and Financial Planning.
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.
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.
