Join our Team

If you want to be part of a strong entrepreneurial culture that is passionate about what we do and offers opportunity for professional growth then contact us today.

We have the tools, and resources to help you build a great future while sharing your expertise! We welcome people with an innovative mindset and creative thinkers who want to help grow our firm and deliver a “WOW” experience to our clients.

In 2019, we were very proud to be named one of the Best Places to Work in Connecticut by the Hartford Business Journal. Learn more about this award here.

Watch our video describing our culture and company passion!

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Available Jobs

Are you looking for an opportunity to utilize superior client service skills and work one-on-one with clients daily? Are you driven, self-motivated and customer focused? If you enjoy developing long-term relationships, constantly challenging yourself, and providing superior client support, then we would like to talk to you! Our dynamic, fast-paced financial planning firm in Wethersfield, CT is looking to expand our team. We have the tools, and resources to help you build a great future while sharing your expertise!


General Inquiry Form