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If you’re ready for a personalized approach to financial planning and investment management that takes into account both your individual objectives and your entire financial situation, we’d love to meet with you.

860.434.6890

83 Halls Road, Suite 201, P.O. Box 525
Old Lyme, CT 06371

4851 Tamiami Trail North, Suite 200
Naples, FL 34103*
*For advisory business only and by appointment only

Contact Us

Securities offered through Private Client Services, Member FINRA, SIPC.

Advisory services offered through Benchmark Wealth Management, LLC a Registered Investment Advisor. Benchmark Wealth Management and Private Client Services are unaffiliated entities.

Please consult with the FA as s/he may not be registered in all states. Insurance-related services may not be provided to individuals residing in any states other than (AZ, CA, CT, FL, MA, ME, MI, NJ, NY, OK, RI).

Investments in securities and insurance products:
ARE NOT FDIC-INSURED | ARE NOT BANK-GUARANTEED | MAY LOSE VALUE

Additional Disclosures

Check the background of this investment professional on Broker Check

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