Mailing Address: 100 Great Meadow Road
Over three decades ago our company was founded on the idea that families should feel empowered and confident about money and investing. Since then, we’ve built a financial and coaching company that embodies the personal goals, wellbeing, and life purpose of our clients and team.
Our workspaces are a gathering place where you can experience freedom and fulfillment—a live and online educational hub for generations of family to talk openly about money, ask questions, explore what they want in life, how it will be used, and why it matters.
We’re a joyful, caring team committed to empowering three generations of families to live a life of freedom and fulfillment. Our clients are generous, passionate people who embrace learning, have a love for family, value honesty, and find ways to make their communities stronger. Together…we create clear paths to purposeful living.
CEO, Financial Coach
Vice President, Financial Coach
Chief Operating Officer
Chief Experience Officer
Financial Coach, Portfolio Manager
Client Relationship Manager
Senior Administrative Specialist
Client Care Specialist
Client Care Manager
Whether you and your family are investing to build wealth, protect your family, or preserve your assets, our personalized services focus on your purpose in life, needs, wants, and long-term goals.
Our team of financial coaches do what is in the best interest of the families we serve. We can help you address your needs of today and for your future. We look forward to welcoming you into our community.