Our History
The office we’re in has a 90-year history of serving families in our community.
Our practice’s roots in Norwich stretch back to the 1930s, through different names and eras, but always with the same commitment to the families we serve. Norwich was once a major hub for Procter & Gamble—in fact, Pepto-Bismol was created here—and later became home to Chobani. Through all these changes, our practice has remained a constant presence.
Today’s team reflects a deep local knowledge combined with experience from beyond upstate New York. Our advisors have lived in places like New York City, Southern California, Alaska, and New Jersey before choosing to make this area home. We understand what it means to leave, to explore opportunities elsewhere, and to recognize the value of coming back to a place where community still matters.
That perspective shapes how we work with clients. Whether you’ve been here your whole life or you’re returning after years away, whether your children live nearby or across the country, we understand the complexity of modern family life and financial planning.
Our values
What defines every client interaction.
The Golden Rule
We hold ourselves personally accountable to treating clients as we want our own families and loved ones treated.
Communication
You’ll always get clear, straightforward guidance from us. We keep conversations open and honest because that’s how relationships hold up over time.
Genuine Care
We’re here for more than your portfolio. Clients stop by the office just to catch up, and we know most of their families before they ever open an account.
Community Commitment
We believe in giving back to the community that supports us, through board service, youth programs, and active participation in local organizations.
Our mission
The heart behind our work.
Our mission is simple: be the kind of advisors our clients can call about anything, not just their portfolios. We’ve been doing this in Norwich for many years because we show up for the big financial decisions and for the moments in between. That kind of relationship is built over time, across generations, and it’s what we come to work for every day.
