Wealth Management

For successful families, individuals, professionals and business owners.

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What do you intend for your wealth?

You’ve maintained or built your wealth through smart, disciplined decisions based on needs, desires and long-term goals.

Making the most of your wealth today requires professional financial planning, setting up risk “guardrails” and special consideration policies, and comprehensive guidance tailored to manifesting your vision for today and tomorrow.

If you’re seeking help finding and realizing your intentions for your wealth through education and guidance, work with New Canaan Group. We are a firm of financial advisors committed to helping successful families and individuals reach their financial goals. Our team has extensive capabilities, knowledge, and experience to help you effectively manage your wealth through challenging times and across multiple generations.

“Our process centers around three basic hallmarks that we’ve used to help our clients achieve their financial goals for three decades. This same approach is effective for anybody seeking help managing and building wealth.”

- Joe Scappatura, CFP®, Partner & Financial Advisor

Financial Planning

This cornerstone of our process pinpoints the right mix of assets best for you — whether goal- or need-based, or a combination of the two.

Intentional Guidance

We aim to understand your needs and goals, then provide crystal-clear direction to help you maximize your after-tax return for your given level of risk.

Investment Policy Statements

These capture not only the risk tolerance and return objectives of each investment strategy but also help lay out tax considerations, special restrictions, and other factors exclusive to you.

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If you are in need of professional wealth management services, we would be honored to assist in helping you and your family reach your goals. With deep investment, risk management and retirement planning experience, we can help you and your loved ones plan for the future, just as we have for thousands of clients.

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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

BROOKFIELD OFFICE

304 Federal Road, Suite 303

Brookfield, CT 06804

(P) 203-616-5396

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 UT, 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-5271526 (3/23) (Exp. 3/27)