​Wealth Management Formula

Picture
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)