Joseph Chu, CFP®, CIMA®

Managing Director - Financial Advisor, Senior Portfolio Manager - Portfolio Focus

203-351-9315
Email |

Chris Phillips, CFP®, CPFA®

First Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus

203-351-9317

Fiona Slater, APP

Registered Client Associate

203-351-9339

Let's start the conversation

If you want to discuss your portfolio or have financial questions, please fill out the below form.

To protect your privacy, we ask that you not send any confidential information, such as bank account numbers, credit card information or account details, through this contact us form.

*Required fields