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100 Technology Drive
Trumbull, CT 06611

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Our Mission:
To enrich the quality of our clients’ lives by providing evolving financial administrative solutions to enduring problems, to eliminate the time spent on managing family finances and to empower effective decision making by delivering timely and accurate consolidated reports to families and their advisors.

Recent INSIGHTS

Now Announcing:
My Accountant Rebrands to Aquilance

December 1, 2021
Webinar: Top Security Risks for Families

September 7, 2022
Webinar: The Key to Successful Wealth Transfer Across Multiple Generations

February 4, 2022

Contact Info

Headquarters:100 TECHNOLOGY DRIVE, SUITE 203 TRUMBULL, CT 06611
Phone:800-648-5369
Email:[email protected]

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