Clark University Graduate School of Management

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Entrepreneurship With Purpose

 

When a school dares you to “Challenge Convention. Change Our World.” you can expect to find a community of innovators and leaders. So, few people were surprised to find Clark University ranked one of the top 20 entrepreneurial universities in 2014 by Forbes, due to its large proportion of alumni and students who are founders or owners.
“The Clark University culture sparks so many entrepreneurial endeavors because it attracts people whose impulse is to act on their desire to make a difference, rather than just talking about it,” explains Catherine Usoff, Ph.D., dean, Graduate School of Management (GSOM).

…Read More

Barney School of Business

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Career Ready:
Competent, Confident and Connected

 

Rarely does one find a business school so devoted to helping its students define and carry out their career aspirations.

“We call it our ‘Career Ready’ focus,” says Martin Roth, dean of the University of Hartford’s Barney School of Business. “We make a determined commitment that when students graduate, they are going to be competent, confident and connected.” …Read More

The Sawyer Business School at Suffolk University

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Transforming Students
Into Successful Business Leaders

 

Whether they want to contribute to an existing company or launch their own business, graduates of the Sawyer Business School at Suffolk University know they are equipped with the understanding and skills to realize their full potential and drive their own success.

With a focus on understanding business opportunities and making a difference in organizations, the Sawyer Business School …Read More

Vermont Law School

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Because the Status Quo
is No Longer Acceptable

 

The top-ranked environmental law program in the country, with a legendary commitment to social justice, is looking for advocates, risk takers, and entrepreneurs who want to change the world, not fit into it. We offer degrees that open doors to careers of being paid to do the work that people — and the planet — most desperately need.

Vermont Law School
inquire.vermontlaw.edu

Thomas College

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Real Learning That Works.

It’s personal. It’s practical. And it guarantees your career success.


• Guaranteed Job Program

• Guaranteed Tuition

• Three Year Degree Program

• Financial Assistance

Schedule your visit or learn more by visiting:

www.thomas.edu/explore
207.859.1101

Landmark College

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What You Learn Might Surprise You.

 

Offering transformative learning experiences for students with language-based learning disabilities (such as dyslexia), ADHD, and ASD.

Saturday Open Houses
November 8, 2015
March 7, 2015
• Learn about our 2-year and 4-year degree programs

• Hear about our Science, Technology and Innovation Center–exclusively for students who learn differently.

• Sit in on a demonstration class.

• Meet and talk with Landmark faculty and students

Generous scholarships and financial aid available.

 

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www.landmark.edu/visit

Ethos Wealth Management

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Where the Client Experience
Is Second to None

 

The gyrations of the financial markets. Pronouncements from the Federal Reserve. Wars, insurgencies and natural disasters. All have the potential to affect your investment portfolio. And all are beyond the control of even the savviest financial advisor.

“We prefer to focus our efforts on those things …Read More

568Systems, Inc.

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Leading the Way
in Infrastructure Technologies

568Systems, Inc. Provides Network Solutions With Both Integrity and Service in Mind

 

Richard Chasse knows that the lifeblood of any company is its telecommunications systems, and that staying abreast of today’s ever-evolving technology is essential to help ensure the success and long-term profitability of any …Read More

The Sullivan-Zak Group at Morgan Stanley

 

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Coordinated Financial Plans Reassure Investors

I thought I would retire at 62. Now it looks more like 72.

“No doubt about it, the face of retirement planning has changed. It’s a much different world than when today’s pre-retirees started their careers. People are working much harder now to get to their goals. And, with concerns about inflation, rising taxes and increases in health care costs hanging over their head, those goals can seem more out of reach than ever,” says Financial Planning Specialist Trish Zak, First Vice President, Financial Advisor of The Sullivan-Zak Group at Morgan Stanley. …Read More

Summit Planning Group, LLC

 

Auburn081814FBSO_AUBURSS00001Innovative Investment Program Is
Designed to Stand the Test of Time

Even six years after the devastating multi-market collapse of 2008, uncertainty continues to make investors feel vulnerable. “High-net-worth individuals especially feel the pressure as they face complex financial issues that require sophisticated solutions,” says Karl Zirolli, CFP®, AIF®, MS of the Connecticut-based Summit Planning Group, LLC.

As prolonged volatility became the “new normal” in the years after the collapse, Summit further focused on devising an investment strategy that is designed to reduce the potential impact of market volatility and preserve the potential for return. Through its affiliated registered investment advisor, Summit Asset Management, LLC, it developed an innovative approach, refined it based on decades of historical investment returns and rolled out its proprietary investment program, LEVEL 7 PORTFOLIOS.

LEVEL 7 goes beyond traditional diversification. It seeks to effectively mitigate risk by building portfolios from broad asset classes and blending assets that tend not to be closely correlated with one another. “LEVEL 7 is designed to level out the largest swings that place investors at a higher risk of outliving investment assets after retirement,” says Summit’s Brian Onofrio, CPA, its primary architect.

Holistic Advice Tailored for High-Net-Worth Investors
Summit’s clients are business owners, executives, professionals and financially independent retirees, many of whom have relied on Summit for decades for their wealth management, corporate retirement plans, and comprehensive financial and estate planning. Founded in 1995 as an independent advisory firm, Summit includes many advisors who have received the Five Star Wealth Manager recognition.

“Despite the fact that many of our clients are entrepreneurial risk takers at heart, a primary goal is avoiding unnecessary risk (market, tax or otherwise) on the assets they’ve worked hard to accumulate,” explains David Koncz. “As registered investment advisors who operate under a fiduciary standard, it’s our job to make sure they’re not taking undue risks in their financial and business planning.” A comprehensive review cycle to account for changes in the tax law, the economy and in clients’ financial objectives and risk tolerance is utilized to continually monitor and adjust their plans.

“High-net-worth investors are looking for holistic advice tailored to their unique needs,” says Onofrio. “We’ve gathered a team of professionals with diverse backgrounds in accounting, finance, tax and investments who work together to maximize our effectiveness as a firm and for our clients.”  The basis of Summit’s client-centered approach is actively listening to clients before developing comprehensive financial plans that include retirement cash flow analysis, investment portfolio construction, and efficient estate transfer and tax strategies. The coordination of these intertwined financial areas into one smoothly working plan is one of the major factors that differentiate Summit’s wealth management services.

“Although our backgrounds are diverse,” adds Jay Pinto, “we all share a common ‘Serve First’ philosophy that puts our clients’ needs first. This is a basic ingredient for the long-term success of our company.”

 

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www.summitplanninggroup.com
420 East Main Street, Suite 11 | Branford, CT 06405 | 203-483-3313
333 East River Drive, Suite 410 | East Hartford, CT 06108 | 860-282-8232

Summit Planning Group, LLC and Summit Asset Management, LLC are registered investment advisors. Members are registered representatives and offer securities through Lincoln Financial Securities Corporation. Summit Planning Group, LLC and Summit Asset Management, LLC are not affiliated with Lincoln Financial Securities.   LFS-970286-071714