For successful families, individuals, professionals and business owners.
You’ve maintained or built your wealth through smart, disciplined decisions based on needs, desires and long-term goals.
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.
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.
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.
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.
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.