Managing Partners
Patrick J. Clark, AIF®, PPC™
10 North Main Street
Suite 216
West Hartford, CT 06107
10 North Main Street
Suite 216
West Hartford, CT 06107
Managing Partner, Wealth Management Consultant
Anthony Migliozzi
41 Mountain Road
Suffield, CT 06078
41 Mountain Road
Suffield, CT 06078
Managing Partner, Wealth Management Consultant
John K. McCormack
14 Laird Road
Middletown, NJ 07748
14 Laird Road
Middletown, NJ 07748
Managing Partner, Wealth Management Consultant
Client Centered
Our business is built on a foundation of thoughtful client relationships.