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.
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 Approach
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We Listento learn about you & your financial goals or concerns
We Understandto know where you stand currently & identify areas that need focus
We Guideto help you develop or adjust your plan accordingly & implement any recommendations we may have
We Reviewto monitor progress on an ongoing basis & update the plan as circumstances change
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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.
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.
Specialties Include
Retirement Planning
SEP IRAs, Simple IRAs
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Risk Management & Insurance
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Investments
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Meet with us
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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 |
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)
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)