Managing your estate

Managing the dynamics of family wealth.

Our financial advisors can help you to effectively orchestrate the preservation and transfer of wealth.

Is it possible to benefit my children without undermining their work ethic? Is it wise to set up custodial accounts? In the event of my unexpected death, will this be a manageable plan for my spouse? How do I care for a family member with special needs? How do I transfer my business to my children?

These are examples of questions we answer every day while helping clients ensure the financial security of the people they treasure.

Contact

860-767-4300

Highlights

Michael LaRiviere earns Certified Financial Planner Designation

Michael LaRiviere earns Certified Financial Planner Designation
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David LaMay's Legacy of Giving

A life-long resident of Old Saybrook, David LaMay believes in giving back to his community. Courtesy of The Harbor News November 2, 2016

Financial Times Recognizes James Sullivan, AIF®

James Sullivan Named to 2016 Financial Times 401 Top Retirement Plan Advisers
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EFS Gives Back

Essex Financial Services Employees Send Deep River Child to Camp Rising Sun Courtesy of The Valley Courier Sept. 1, 2016