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Our Mission

Our mission is to provide every client with a thoughtful, customized investment plan rooted in trust, clarity, and enduring relationships. Through sound investment strategies and personalized guidance, we help clients feel confident as they make decisions for their future goals.

Put your future into focus today.

Working with Us

Initial Interview: We start by getting to know each other to ensure a mutual understanding and comfort level.

Comfort Assessment: We assess whether both parties feel comfortable working together.

Financial Evaluation: We conduct a thorough evaluation of each client’s financial situation, providing tailored suggestions and recommendations to meet their needs.

Engaging effectively with our clients is vital for the success of their wealth plans.  To build a solid foundation, it’s essential for clients to share detailed information about their current financial situation and to articulate their vision for the future. In turn, we will provide tailored guidance to help them navigate the necessary steps toward achieving a secure financial future.

Your Wealth. Our Focus.

We know what an immense responsibility—and honor—it is to be entrusted with helping manage your financial well-being.

We will work diligently to understand your motivations and goals and tailor a blueprint for you founded on extensive research and analysis.

What We Do

Our Services

Your investments should work together to help you reach your financial goals. You have access to many investment products and services. Here are some we offer to help you build your plan for the future and for now.

Advisory Services

Our Advisory Services can help you save time managing investments. Find out how we can offer financial guidance and help you keep up with the markets. Our programs allow flexibility in how much your professional portfolio manager does for you or with you.

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Business Services

Your company is one of your most important assets. It’s the product of your hard work. I can offer your business a variety of customized products and services, from employee benefit plans to insurance and help with succession planning.

College Savings Plans

As a parent or grandparent, you're probably considering how to balance paying for college while planning for your retirement. Many families use some combination of savings, investments, borrowing, and financial aid (if available).

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Estate Planning Strategies

Everyone could use an estate planning strategy. It’s not about what you own – but putting you in control. Here’s some helpful information to think about.

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Insurance

You can't avoid all risks in life. Insurance can play a key role in helping preserve your assets and achieve your financial goals. 
It's all about keeping an eye on both assets and liabilities. Insurance allows you to transfer a risk from your balance sheet to an insurer's.  Find out why we recommend insurance as part of your investment plan.

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Retirement Planning

Creating a plan can help you stay focused, plan for challenges, and make choices that work for you. Find out how to create and manage your retirement plan. We'll look at your whole picture. Together, we'll prioritize your goals for the future and map out a financial course to help you achieve them.

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Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

Glastonbury

180 Glastonbury Blvd
Suite 205
Glastonbury, CT 06033
Local Phone: (860) 968-6700
alejandrina.king@wfafinet.com

Ready To Connect?

We Are.

Reach out to schedule your discovery session. We can meet online, at our office or another location convenient for you

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