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Objectivity. Insight. Goal-oriented planning
The hallmarks of The New Canaan Group BWA.
 Business professionals must contend with a dilemma: They can't make more time in their day. As a result, the financial matters in their lives often go unattended. If this describes your life - and the state of your financial life - then perhaps we can help.
We provide comprehensive financial services for discerning business professionals - the level of planning you need with the attention to detail you require.
We are research-based, not sales-based. We understand that financial products are merely components in a strategy, not strategies or solutions in themselves.
INTEGRATED PLANNING TO ANSWER THE CHALLENGE
The New Canaan Group BWA offers you a strategic, interdisciplinary approach to financial planning. We look at the entirety of your finances - your portfolio, your taxes, your insurance, your estate, even your real estate and business holdings - and create a plan with the power to keep you on track toward your goals.
INVESTMENT ADVICE GROUNDED IN RESEARCH
We provide an endowment-style investment strategy based on an Investment Policy Statement (IPS) and dynamic asset allocation. We recommend investment managers using a multi-factor process, and provide portfolio tax management that helps you keep more of what you earn.
RESPONSIVE SERVICE & REPORTING
We provide hands-on leadership, forecast the growth of your wealth into the future, and measure your progress along the way. Consolidated statements and consistent investment performance-reporting let you view the status of your portfolio quickly and easily.
Perhaps it is time to delegate financial management to a firm with the investment professionals and insurance advisors skilled enough to plan greater tax efficiency, portfolio enhancement, estate planning strategies, and wealth appreciation and preservation for your future.
A POWERFUL DIFFERENCE
Dynamic asset allocation* may notably improve portfolio performance over time by producing higher absolute returns, improved risk- and tax-adjusted returns, and lower volatility.
*Asset Allocation is a method of diversification that positions assets among major investment categories. This tool may be used in an effort to manage risk and enhance returns. Asset Allocation does not assure a profit, nor does it protect against loss in declining markets.
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