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At our firm, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.



Brent Eugenides


(860) 245-9525

PROFESSIONAL SUMMARY 32 years in Financial services. EDUCATION Certified Planner Board of Standards, CFP® B.S. Finance, University of South Carolina COMMUNITY SERVICE Rotary International Waterford CT, Past President Avery Copp...
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John Culhane CPA

CPA - Monroe CT

Graduate of St. John's University with a Bachelor's Degree in Accounting, and a MBA in Taxation. Certified Public Accountant licensed to practice in both Connecticut . Life, health insurance license in the Connecticut, New York,...

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Terri Albuquerqe

COO -Client services


Terri is a former Connecticut State certified teacher and graduate of Masters of arts in teaching program from Sacred heart University. Terri holds BA in English, BS in elementary education, and a Minor in Psychology. Terri’s...

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Anthony Forcelli

Tax - Ridgefield CT


Registered representative with HD Vest Investment Services, BA Assumption College, MA NYU. Anthony is secretary/treasurer of the Branchville Civic Association Inc., former member of the Board of Directors of the Ridgefield Boys and...

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Cayanne Spremullo

Client Services - Bookeeping

Cayenne has a background in Municipal Tax Collections with the Town of Newtown ( 2006-2012) where she became a Connecticut Certified Municipal Collector. In 2012, Cayanne ran for Municipal office in the Town of Oxford, Connecticut. She...

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Our Strategic Partners

Our Strategic Partners

Tim O'Meara CPA

CPA - Monroe CT

203- 459-2503

Tim is a CPA in private practice servicing small business owners and individuals. Registered Rep series 6,7, insurance.
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Kevin Laing

EA - Shelton Ct

MBA University of Bridgeport. BS accounting Southern Ct State University. Enrolled Agent IRS. Kevin manages a tax practice for small to medium size private business in Fairfield and New Haven Counties.

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