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

 

Auburn081814FBSO_AUBURSS00001Enter Retirement Boldly -
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

 

King, Prell & Associates

 

Auburn081814FBSO_AUBURSS00001Confidence Shaken, Investors Look for Secure Retirement Plans

A well-known secret among successful people is the power of having a coach to help them achieve at their highest level. “Fresh insights and a sophisticated approach from a financial advisor can be powerful when you want to supercharge your retirement,” says Leigh E. King, CFP®, CLU®, a private wealth advisor with King, Prell & Associates in Simsbury, Connecticut.

Designing high-performance retirement plans is a special focus of King, Prell & Associates. “Most Americans are fearful they’ll outlive their money. …Read More

Capital Wealth Advisors of Janney Montgomery Scott LLC

 

Auburn081814FBSO_AUBURSS00001Asset Preservation Is Priority for Affluent Families

High-net-worth individuals are most focused on maintaining their quality of life during retirement, funding major obligations and preserving wealth. Taking large risks with their investments just doesn’t match their financial goals.

“Minimizing risks to preserve assets and generating retirement income are the greatest concerns for affluent families. If you fail to plan, you plan to fail,” says Robert Black, senior vice president at Capital Wealth Advisors, an affiliate of Janney Montgomery Scott LLC in West Hartford, Connecticut. …Read More

ACT Group

 

Welcome to the Future of 3D Print Technology

Imagine one day being able to replicate human organs for transplant using a 3D printer. It may sound like science fiction, but 3D printing is creating a whole new world where ideas and imagination are becoming reality. Leading the way in this exciting new field is the ACT Group, New England’s leading distributor of 3D printing technology.

“We are working with students, professors, manufacturers and innovators in a broad spectrum of organizations on 3D scanning, prototyping and production manufacturing,” says Cindi Gondek, co-founder and principal at ACT Group. …Read More

InSync Training

 

Virtual Classroom Experts Maximize Impact, ROI

Corporate employers invest more than $160 billion annually in employee training. Much of that amount is spent on live virtual-training programs, particularly for workforces spread across the globe.

Not all webinars, however, are created equal.
Jennifer Hofmann, veteran corporate training consultant and a leading expert on virtual learning for over 20 years, says employers pay a high price for subpar training sessions. In fact, the hidden costs for subpar training far exceed the $160 billion employers spend. She founded InSync Training in 1999 to banish boring webinars and help businesses extract significant value from their e-learning platforms and build core competencies for their virtual-learning training teams. …Read More

Pastore & Dailey LLC

 

High-End Representation
That’s Responsive and Fair
The Law Firm of Pastore & Dailey LLC

For its founder and managing partner Joseph M. Pastore III, the Stamford-based law firm of Pastore & Dailey LLC was a long time coming.

Pastore spent two decades at large national firms tackling high-profile financial, securities and commercial matters. He founded and served as managing partner of a mega-firm’s Stamford office until 2008; he then went on to create a 15-member practice, which was acquired by a 500-attorney firm in 2009. Due to a conflict between one of his and another of the firm’s clients, Pastore moved to reconnect with past associates and, with the critical support of Fairfield County Bank, established Pastore & Dailey in 2012.
…Read More

Siegel, Reilly & Conlon

 

Excellence in the Most Complex and Contentious Matrimonial Disputes
Family Law Firm, Siegel, Reilly & Conlon

It was one of the country’s largest divorce awards after trial – and the largest in Connecticut state history.

After a lengthy legal battle, the Connecticut Supreme Court in February 2011 upheld a $45 million judgment against the founder of a major financial services company, who was found to have shortchanged his ex-wife by a considerable sum.

…Read More