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 Income Strategies
  • Cash Flow Management Strategies
  • Saving for Education
  • Charitable Giving
  • Retirement Planning Strategies
  • Insurance
  • Estate Planning Strategies
  • Small Business
  • Retirement Plan Distribution
  • Wealth Preservation Strategies
  • Investments
  • Social Security Retirement Benefits
  • Intergenerational Planning
  • Business Retirement Plans
  • Tax Planning Strategies

Awards & recognition

  • Harbor Tides Capital, Ameriprise Client Experience Award, 2020 - 2022
  • Harbor Tides Capital, Forbes Best-in-State Wealth Management Teams, 2023

Community participation

Harbor Tides Capital
Harbor Tides Capital
  • Director, Cedar Lake Triathlon Series (Jonathan)
  • Former Race Director, Lake Terramuggus Triathlon Series (Jonathan)
  • Co-Race Director, Niantic Jingle Bell 5k (Jonathan)
  • The Brian Dagle Foundation, whose mission is to offer hope and healing for those grieving the loss of someone special or struggling with the challenges of life by providing support services in the Southeastern Connecticut Community. (Jonathan)
  • Volunteer, Connecticut Food Share (Jonathan)
  • Exchange Club of Rockville (Michael)
  • No Kid Hungry - Share Our Strength (Billy)
  • The Connecticut Children's Hospital (Billy)