The right path toward retirement

Great Barrier Reef

No matter what your age, or where you are on your planning journey, we can help steer you down the right path toward retirement. We will work with you to build the foundation of your plan. Over time, as life or market circumstances change, we will work with you to adjust your plan where and when needed. When it comes to retirement planning, it's never too early to start.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Stephen-Bauer

    Stephen Bauer

    Senior Vice President–Wealth Management

    Financial Advisor

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    • CA
    • CO
    • CT
    • FL
    • GA
    • MA
    • MD
    • NC
    • NJ
    • NY
    • OH
    • PA
    • RI
    • SC
    • TN
    • TX
    • VA
    • WA

        • Senior Portfolio Manager
        • Wealth Advisor
        8 Wright Street
        3rd Floor
        Westport, CT 06880

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