Team profile


What you can expect when you work with us

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with us, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress, and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.
Get started

Areas of focus

  • Retirement Planning Strategies
  • Investment Management
  • Cash Flow Management Strategies
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Intergenerational Planning
  • Retirement Plan Distribution
  • Business Retirement Plans
  • Sustainable and Responsible Investing
  • Tax Planning Strategies
  • Family Finances

Awards & recognition

  • Janice Reed, Ameriprise Circle of Success, 2018 - 2023
  • Janice Reed, Forbes Best-in-State Women Wealth Advisors, 2022 - 2024

Community participation

  • Brian Dagle Foundation
  • Essex Community Foundation
  • Katherine Hepburn Cultural Arts Center
  • Martin House Inc.
  • Old Saybrook Chamber of Commerce
  • Shoreline Food Pantry
  • Thames River Community Service
  • Therapeutic Equestrian Center
  • US Marines/ Toys for Tots