Plan, Invest, and Retire with Us

We provide a custom-tailored experience to help you prepare for a confident financial future, think generationally, and support you through all of life’s exciting adventures.

Our Approach


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Retirement Planning

Meet Our Team

A Team In Your Corner

Our team at Saybrook Wealth Group is committed to helping achieve your financial goals. Since we follow the fiduciary standard, you know that your best interest is always at the forefront of every decision.

What Makes Saybrook Wealth Group Different

We understand that your life is distinctly yours – your goals, your dreams, your retirement. Working with us means you will receive a personalized, customizable approach that is as unique as you. No plug-and-play solutions, no ready-mix portfolios. Only decades of experience and expertise to provide you with the best path toward your goals.

  • How is your portfolio currently working for you?
  • What lifestyle do you want to live in retirement?
  • What legacy will you provide your loved ones?

As we move through the different phases of life, the planning of our financial future must adjust accordingly. 

Do your portfolio and investments accurately reflect your current stage of life and long-term goals?

Working with Saybrook Wealth Group Means:

Your goals come first. We provide a personalized plan that will help you stay on track for your long-term goals.

Our approach allows you to keep the big picture in mind; allowing you to remain confident amidst turbulent market conditions.

You have a team of genuine people who are here to support you through all of life’s ever-changing moments. If need be, we are here to help you adjust your financial plans to keep you on track with your lifelong goals.

Financial planning for parents of special needs children

Online special needs planning with personalized care and attention. We provide financial planning and support resources for special needs families to help create a confident, thriving future for everyone.