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.

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.​
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 AXA Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC.  Investment advisory products and services offered through AXA Advisors, LLC, an investment advisor registered with the SEC.  Annuity and insurance products offered through AXA Network, LLC. AXA Network does business in California as AXA Network Insurance Agency of California, LLC, in UT as AXA Network Insurance Agency of Utah, LLC, and in Puerto Rico, as AXA Network of Puerto Rico, Inc. AXA Advisors, its affiliates, and financial professionals do not provide tax or legal advice.  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.  New Cannan Group is not a registered investment advisor and is not owned or operated by AXA Advisors or its affiliates.  
PPG-136551 (Rev. 4/20) (Exp. 8/20)​