what's your story?

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well-th. rebalanced.

We are a boutique wealth management practice, providing comprehensive financial planning and sophisticated portfolio management to successful entrepreneurs, families and institutions. We work with small and mid-sized businesses at every stage of the “business journey” and consult with boards and not-for-profits to offer guidance and planning.

We create and implement personalized strategies to help every client shape a legacy and achieve goals.

Serving families, institutions and entrepreneurs since 1983.

Personalized. Client-Focused. Comprehensive.

A boutique wealth management experience.

Helping you prepare for your next phase in life.

SETTING A HIGHER STANDARD FOR YOU

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1 American Wharf
Suite 2A
Norwich, CT 06360
(860) 407-2392

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Form Client Relationship Summary ("Form CRS") is a brief summary of the brokerage and advisor services we offer.
HTA Client Relationship Summary
HTS Client Relationship Summary

Securities offered through Hightower Securities, LLC, Member FINRA/SIPC, Hightower Advisors, LLC is a SEC registered investment adviser. brokercheck.finra.org