Advanced Wealth Strategies



6 Independence Drive Unit # 4
Marlborough, CT 06447





My Services

I provide financial services to individuals and businesses in all areas of investment planning, including:

  • Retirement planning - Helping to make the most of your employer-sponsored retirement plans and IRAs. Helping you to determining how much you need to retire comfortably. Helping to manage assets before and during retirement.
  • Tax management* - Helping to make sure your portfolio is tax-efficient. Developing tax-efficient investment strategies. Referring you to qualified tax specialists.
  • Estate planning* - Working with estate-planning and trust specialists available through banking and trust affilliates in addition to non-afffilliated companies of Coastal Equitiesand its affiliates to help review your wills and trusts, preserve your estate for your intended heirs, establish beneficiary designations, reduce potential exposure to estate taxes and probate costs and coordinate with your tax and legal advisors.
  • Risk management** - Reviewing existing insurance policies.
  • Investments - Determining your asset-allocation needs. Helping you understand your risk tolerance. Recommending the appropriate investment vehicles to help you reach your goals.
  • Employee and executive benefits - Helping your business attract and retain qualified employees through benefit packages.

*Advanced Wealth Strategies does not provide tax or legal advice. Please consult with your tax and legal advisors before taking any action that may have tax consequences.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck