DISCOVER OUR PERSONAL APPROACH TO
WEALTH MANAGEMENT

Comprehensive wealth management, investment, and financial planning solutions for every stage of your journey.

START YOUR PERSONAL WEALTH MANAGEMENT JOURNEY

DISCOVER OUR PERSONAL APPROACH TO
WEALTH MANAGEMENT

Comprehensive wealth management, investment, and financial planning solutions for every stage of your journey.

START YOUR PERSONAL WEALTH MANAGEMENT JOURNEY

PLANNING FOR RETIREMENT

Regardless of where you are in your retirement savings, we will work with you to assess your current situation and help you set your retirement goals. While everyone's situation is unique, the most important step is to take action now. 

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STRATEGIES TO  PROTECT
& GROW YOUR WEALTH

We provide personalized wealth management solutions that will help you identify investment opportunities and professional strategies to grow and preserve your wealth.

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PROTECTING YOUR
FAMILY & LEGACY

We offer financial strategies that protect your family's lifestyle. We guide you through the estate planning process, and help you prepare your final expenses with the goal to make sure you leave a legacy of financial security.

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Check thebackground of investment professionals associated with this site on FINRA’s BrokerCheck

OUR PERSONAL APPROACH FOR CREATING A PLAN MADE JUST FOR YOU

To build your portfolio, we use a highly consultative process that allows us to uncover your unique situation and build an investment strategy around your needs.

DISCOVER

Our team of seasoned professionals will spend time with you, understanding your unique financial goals, lifestyle, and personal needs for your future.

BUILD

We will work closely with you to develop a plan that aligns with your financial goals.

IMPLEMENT

With our wide variety of services, we will enact the appropriate options that fit your strategic needs.

REVIEW

We are with you every step of the way. Your adviser will review and track your progress, and work with you to make adjustments when needed.
Connecticut Shoreline's Valued Financial Team

Our team of professionals have over  66 years of collective experience.
Regardless of your financial management needs, we have the skills necessary to help you develop financial confidence.



MEET OUR TEAM

From Coast to Coast - helping families reach their financial goals


years of collective experience.
Supporting families in
states.
's of happy clients.

Call Us

Feel free to give us a call. 

Email Us

For general inquiries & questions, 
contact us via email

Visit Us

388 E. Main St., #24L
Branford, CT 06405
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