Innovation. Insight. Integrity.

For more than 30 years, these values have defined the way we serve you—and they remain at the heart of everything we do. Today, we’re proud to share a bold new step forward in that legacy. In 2021, we became Prime Capital Financial’s Connecticut Partner firm and are proud to announce we have completed our transition to the Prime Capital Financial brand. Our rebranding better reflects our deep commitment to serving our clients across the retirement, wealth and financial wellness spectrum. 

Our transition to the Prime Capital Financial brand marks not just a new name, but a renewed commitment to delivering the highest caliber of service, innovation, insight, and integrity.  This evolution isn’t about changing who we are. It’s about expanding what’s possible—for you.

While our look and name are changing, there will be absolutely no changes to your accounts, billing, or relationships with your Advisor or Support Team. I will continue to lead our Milford office and remain an Equity Partner with Prime Capital Financial. Our mission remains the same:  to deliver comprehensive and innovative solutions with the highest level of service. In short – you benefit from the strengths and resources of a national firm, provided with the care and attention you’ve come to expect from our Team.

We are also thrilled to announce we’ve launched a new website at PrimeFinancialCT.com. We encourage you to explore the resources that are now available to you online. And don’t worry, you can still access your client portals under the Client Resources tab.

The things that motivate our team to do our very best work for our clients are pretty simple. We want you to feel supported and confident in every step of your financial journey. We take great pride in nurturing the relationships that grow from these roots through every interaction. You can be assured this level of commitment will continue, regardless of our company name.

If you have any questions about our rebranding, please reach out to me and let’s schedule time to discuss.