Maximizing financial assets

Structuring wealth to preserve its value.

As a family’s business activities and holdings become more complex, an outside resource is sometimes needed to properly serve its financial, management and lifestyle needs.

At Essex, our collaborative approach is especially valuable in this area. By working closely with a family’s legal counsel, other trusted advisors, and key individual family members, we can create an investment infrastructure to serve its complex and changing needs.

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