Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Hartford CT Region
Bianca Noiseux
Investment Advisor Representative , Private Wealth Advisor
Bryan J. Ricci, CFP®, CPA
Private Wealth Advisor, Investment Advisor Representative
Daphne Roberson
Investment Advisor Representative / Private Wealth Advisor
David L. Cowan
Private Wealth Advisor, Investment Advisor Representative
Dean Anatra, CPA
Private Wealth Advisor, Investment Advisor Representative
Morgan Marx, CFP®
Private Wealth Advisor, Investment Advisor Representative
William Joseph McCloskey Sr.
Private Wealth Advisor, Investment Advisor Representative
Somers CT
William Joseph McCloskey Sr.
Private Wealth Advisor, Investment Advisor Representative
Madison CT Region
Dean Anatra, CPA
Private Wealth Advisor, Investment Advisor Representative
Houston Region
Michael Schellinger, RICP®, CLTC®, NSSA®
Private Wealth Advisor, Investment Advisor Representative
Morgan Marx, CFP®
Private Wealth Advisor, Investment Advisor Representative
Atlanta Region
Dr. Sabrina A. Scott
Private Wealth Advisor, Investment Advisor Representative
Morgan Marx, CFP®
Private Wealth Advisor, Investment Advisor Representative
Newport RI Region
Steven Minninger, Jr., MBA, CFP®
Managing Director of Admiralty Private Client Group, a division of William Joseph Capital Management, Private Wealth Advisor, Investment Advisor Representative
Talia Cyr
Analyst, Paraplanner, Client Service Specialist, Investment Advisor Representative
Wilmington NC Region
Palm Coast FL Region
Bianca Noiseux
Investment Advisor Representative , Private Wealth Advisor
Danbury CT Region