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:

AXA Equitable Holdings, Inc. is a publicly traded corporation, and it and its subsidiaries are currently using trademarks including the "AXA" name, AXA logo and associated trademarks of AXA SA under license.
Financial professionals with New Canaan Group offer securities 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 conducts business in CA as AXA Network Insurance Agency of California, LLC, in UT as AXA Network Insurance Agency of Utah, LLC, in PR as AXA Network of Puerto Rico, Inc. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly qualified. AXA Advisors and its Financial Professionals do not offer tax or legal advice. Please consult with your professional tax/legal advisors regarding your particular circumstances. New Canaan Group is not a registered investment advisor and is not owned or operated by AXA Advisors or AXA Network.  PPG 136551 (6/18) (Exp 6/20).