"Simplicity trumps complexity. 'Stay the course' during times of market volatility and understand that time in the market is much more important than trying to time the market."
About
Stephen has been with The Wealth Group since 2010. He is currently responsible for managing wealth in individual and institutional accounts with a focus on asset allocation and portfolio modeling.
Previously, Stephen held similar roles at First National Bank of Litchfield, rising from a Financial Services representative to Investment Analyst. Stephen holds a Bachelor of Science in Business Administration and Finance from Suffolk University in Boston.
Stephen is also a Certified Investment Management Analyst® (CIMA®) professional.
Stephen’s Niche
Capital allocation via core index solutions.
Core Values
Providing ongoing guidance and support to help clients achieve realistic financial goals and find confidence and peace of mind in their future.
Your Team of Trusted Professionals
Insights
Estate Planning is important for everyone, no matter your age or amount of wealth. Contrary to what ...
A Look at the Importance of Estimating and Generating Income for Retirement Plans. Where do I start?...
While people are itemizing less often, there still could be some additional tax savings. With the pa...