New Canaan Group
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Comprehensive Wealth Management


New Canaan Group’s team is committed to the comprehensive wealth management needs of our clients.

We are research-based, not sales-based. We understand that financial products are merely components in a strategy, not strategies or solutions in themselves.

We employ a strategic, interdisciplinary process to wealth management. We look at the entirety of your finances and your risks - your portfolio, your taxes, your insurance, your estate planning strategy, even your real estate and business holdings - and create a plan to help keep you on track and measure your progress toward your financial goals.​
Our Wealth Management Process

Our Approach


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We Listen

to learn about you & your financial goals or concerns

We Understand

to know where you stand currently & identify areas that need focus

We Guide

to help you develop or adjust your plan accordingly & implement any recommendations we may have

We Review

to monitor progress on an ongoing basis & update the plan as circumstances change

Why Everyone Needs a Financial Advisor



As investors, we are human. We are inherently emotional. Emotions inevitably color some of our investment decisions, even as we try to view the financial markets through a strictly rational lens.

Even the savviest investors can fall prey to the "classic financial mistakes." Behavioral finance suggests very few people are wired to repeatedly make good financial decisions on their own. We craft our approach in response to this truth. 
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Specialties Include


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Retirement Planning

  • Employee Benefits: 
              401(k), 403(b), 457, 401(a), 
​              SEP IRAs, Simple IRAs
  • Traditional and Roth IRAs
  • Pension Analysis
  • Social Security Strategies
  • Required Distribution Planning
  • Roth Conversion Analysis
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Risk Management & Insurance

  • Life Insurance
  • Disability Income Insurance
  • Long-Term Care
  • Estate Conservation Strategies
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Investments

  • Wealth Management
  • Stocks, Bonds, ETFs
  • Mutual Funds
  • Alternative Investments
  • Portfolio Reviews
  • Asset Allocation
  • Education Planning
  • 529 plans

Meet with us


    We will connect you with an advisor based on your response to the question below - OR - Select an advisor you are already working with or was recommended to.
Let's Meet!
STAMFORD OFFICE
1266 East Main Street, 6th Floor
Stamford, CT 06902
(P) 203-358-0779
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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.  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-156436 (Rev. 1/22) (Exp. 9/24)​

  • Home
  • About
  • Our Team
  • Services
  • Seminars
  • Client Center
    • Meeting Prep
  • Contact