Personalized advice to help you achieve your goals

We deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach.

We take the time to understand what’s truly important to you. Together, we document your goals, track your progress and make ongoing recommendations to help you diversify your portfolio, and adjust to whatever life brings — both the expected and the unexpected.

With regular reviews of your goals, anytime access to your investments, and digital tools to help you stay on track, we can help you feel confident, connected and always in control of your financial life.


Our advisors

Camille Gagliardi

Camille Gagliardi

MBA, CFP®, BFA, CIMA®

Private Wealth Advisor

President
Learn more about Camille Gagliardi
Chester Darling

Chester Darling

CFP®, ChFC®, RICP®, CLU®, APMA®

Financial Advisor

Learn more about Chester Darling
Brittany Baylor

Brittany Baylor

CRPC®

Financial Advisor

Chartered Retirement Planning CounselorSM
Learn more about Brittany Baylor

Our team

Michelle Cosker

Michelle Cosker

Client Service Coordinator

Qualifications

  • Central Connecticut State University

Roles & Responsibilities

  • Making Clients Feel At Home
  • Meeting Preparation
  • Office Coordinator
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Catherine Lane

Catherine Lane

Client Service Specialist

Qualifications

  • BA Central Connecticut State University expected 2020

Roles & Responsibilities

  • Event manager
  • Client service associate
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Julia Hartland

Julia Hartland

Marketing Specialist

Qualifications

  • University of Central Florida

Roles & Responsibilities

  • Event manager
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