Preserving

Creating a legacy across generations.

The management of intergenerational wealth is one of most complex issues an investor will face. Our ability to anticipate your needs in this area is one of our most valuable consultation services.

The solutions we provide assist with wealth transfer and the achievement of philanthropic goals. Our services include responsible counsel for our clients to tax-efficiently transfer their wealth to succeeding generations. This can include family meetings to help shape the financial perspectives of children and heirs.

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