Wealth Planning Strategies

Great financial planning starts with understanding you — and it doesn’t stop there. When you work with us, you’re supported by a team with different strengths, perspectives and experience. This approach brings broader insight, steady support and people you can rely on even as life - and markets - change. You receive thoughtful advice and a team that’s truly invested in helping you feel confident about where your money can take you.


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Team photo for Wealth Planning Strategies
Team photo for Wealth Planning Strategies

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Advisors

Advisor photo for Ross Mannino

Ross Mannino

CFP®, APMA®

Private Wealth Advisor

Managing Director
Visit Ross Mannino's website


Team

Matthew S. Smith

Matthew S. Smith

Registered Practice Associate,

Practice Manager

Qualifications

  • APMA™

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Filiz Hoops

Filiz Hoops

Registered Practice Associate

Kim Dejana

Kim Dejana

Registered Client Service Associate

Qualifications

  • State of Connecticut Notary Public
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Andrew Aymerich

Andrew Aymerich

Client Service Associate