Building

The art of meaningful accumulation.

As your life continues to evolve, our understanding of you evolves as well.

The challenge is to find the proper blend of financial vehicles that will serve your concurrent needs for capital growth, income and liquidity — while re-examining key life events. These include your evolving tolerance for risk and the need to maximize your staying power across fluctuating economic cycles.

Tax minimization is key to meaningful long-term accumulation of wealth. Our solutions will include innovative strategies for minimizing a wide variety of taxes. Our work with hybrid solutions may also include such vehicles as tax-efficient mutual funds, municipal bonds and tax-loss harvesting.

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