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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

  • Webinar: Life Insurance, a Strategic Investment for Wealthy Families
    Webinar: Life Insurance, a Strategic Investment for Wealthy Families
    March 1, 2023
  • Now Announcing: <br>My Accountant Rebrands to Aquilance
    Now Announcing:
    My Accountant Rebrands to Aquilance
    December 1, 2021
  • Webinar: Top Security Risks for Families
    Webinar: Top Security Risks for Families
    September 7, 2022

Contact Info

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

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