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Independent, Objective Advice Since 1988
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We are committed to putting our client’s interest first |
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We are dedicated to the accomplishment of our client’s life goals |
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Our goal for our investors is to create wealth and preserve it over time |
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Quality Wealth Management Through Trust and Custodial Services |
We are fortunate to have two senior advisors as Five Star award winners in Connecticut Magazine, Christopher W. Beale, CFP® practitioner and Linda Pastula Storms, CFP® practitioner.
We are a financial planning consulting firm (registered with the SEC) whose purpose is to help you achieve financial success and accomplishment of your life goals though the financial planning process. Our team of professionals is dedicated to providing excellent customer service. Our goal is to educate younger family members on proper stewardship of the multigenerational transfer of wealth.
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Areas of Focus
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Map
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Securities offered through Harvest Capital LLC, member FINRA & SIPC, 530 Silas Deane Hwy., Suite 300, Wethersfield, CT 06109, 860-257-1500. New England Capital Financial Advisors, LLC and Harvest Capital LLC are not affiliated entities.
Registered Representatives may offer securities through Harvest Capital, LLC, member FINRA, SIPC, 530 Silas Deane Highway, Suite 300, Wethersfield, CT 06109 (860) 257-1500.
New England Capital Financial Advisors, LLC & Harvest Capital, LLC are not affiliated entities.
Five Star Professional, as a third-party research firm, administered a survey, by mail and phone, to 1 in 4 high-net-worth households (over 112,000 households) and registered financial services representatives (over 16,500 financial services professionals) to evaluate the approximately 28,000 wealth managers in Connecticut (includes Fairfield, Hartford, Litchfield, Middlesex, New Haven, New London, Tolland, and Windham counties in the state of Connecticut). The evaluation was based on nine criteria, including customer service, integrity, knowledge/expertise, communication, value for fee charged, meeting of financial objectives, post sale service, quality of recommendations, and overall satisfaction. After review by a panel of local industry experts and a review of regulatory history, Five Star Professional determined the final list of 2011 Five Star Wealth Managers scoring highest in overall satisfaction and representing less than 7% of the wealth managers in Connecticut.
• Five Star Wealth Managers do not pay a fee to be included in the research or the final list of Five Star Wealth Managers.
• Only wealth managers with more than five years of experience in the financial services industry are considered.
• The overall evaluation score of a wealth manager reflects an average of all respondents and may not be representative of any one client's experience.
• The Five Star award is not indicative of the wealth manager's future performance.
• Wealth managers may or may not use discretion in their practice and therefore may not manage their client's assets.
• The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or Connecticut Magazine.
• Please keep in mind that working with a Five Star Wealth Manager is no guarantee as to the future investment success nor is there any guarantee that the selected wealth managers will be awarded this accomplishment in the future. For more information on the Five Star award and the research/selection methodology, go to: fivestarprofessional.com
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