The Fiduciary Standard
Comprehensive Wealth Management and Financial Planning
Our adherence to the fiduciary standard empowers us to create comprehensive wealth management and financial planning solutions for our clients, such as college planning, cash flow analysis, and retirement income analysis. Our goal is to augment your overall strategy and plan with thoughtful and unbiased counsel.
At Essex Financial, we begin this process with a totally objective perspective. This doesn’t mean you have to start over from “square one”. In most cases, we can begin by making tax-efficient adjustments to your existing portfolio. In addition, if we think you’re being well served by your current advisor, we won’t hesitate to tell you.