Team profile

What you can expect when you work with us

Our purpose is to help you feel confident, connected and in control of your financial life. 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.
Request a consultation

Areas of focus

  • Investment Management
  • Retirement Planning Strategies
  • Family Finances
  • Tax Planning Strategies
  • Retirement Income Strategies
  • Investments
  • Executive Compensation and Benefit Strategies
  • Employee Stock Options
  • Insurance
  • Charitable Giving
  • Retirement Plan Distribution
  • Wealth Preservation Strategies
  • Small Business
  • Estate Planning Strategies

Awards & recognition

  • Fiduciam Financial, Forbes Best-in-State Wealth Management Teams, 2023
  • Fiduciam Financial, Investment News Best Places to Work for Financial Advisers, 2022, 2023
  • Fiduciam Financial, Best Places to Work by Hartford Business Journal, 2022, 2023
  • David Bouffard, Forbes Best-in-State Wealth Advisors, 2021, 2022, 2023
  • Mark Jones, AdvisorHub Advisors to Watch (under $1Bil), 2023
  • Fiduciam Financial, Ameriprise Client Experience Award, 2021
  • Mark Jones, Five Star Wealth Manager, 2012, 2013, 2014, 2016-2021
  • Mark Jones, Financial Times 400 Top Financial Advisers, 2018-2020
  • Mark Jones, Ameriprise Chairman's Advisory Council, 2017-2020

Community participation

  • Northwestern Connecticut & Waterbury Chamber of Commerce Member
  • Young Professional Organization Member
  • Torrington & Waterbury Rotary Club Member
  • Supporter of Local Theatre
  • Participate in Ameriprise National Day of Service
  • Multiple Sclerosis Walk - National MS Society
  • High School Financial Reality Fair
  • Charity Golf Tournaments
  • Registry of Financial Planning Practioners
  • Chartered Financial Analyst Institute
  • Palace Theater Volunteer
  • The CT Estate & Tax Planning Council, Inc.
  • Financial Planning Association
  • Society of Financial Services Professionals