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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: <br>My Accountant Rebrands to Aquilance
    Now Announcing:
    My Accountant Rebrands to Aquilance
    December 1, 2021
  • Webinar: The Key to Successful Wealth Transfer Across Multiple Generations
    Webinar: The Key to Successful Wealth Transfer Across Multiple Generations
    February 4, 2022
  • Tax Basis of a Principal Residence: Documentation can Save Tax Dollars
    Tax Basis of a Principal Residence: Documentation can Save Tax Dollars
    November 23, 2021

Contact Info

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

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