Wealth Management

We can assist with all of your estate and gift planning needs. That includes tax, insurance and various other aspects of forming a comprehensive program to maximize your wealth. We can also partner with your legal team in administering wills and trusts.

 

Through our affiliate, Investmark Financial Services, we provide our clients with access to unique, comprehensive personal financial planning and wealth management advice.*

 

As you strive to grow your personal net worth, the financial challenges you face become increasingly complex. While some investors have a long-term strategy in place to grow their assets and manage risk within their portfolios, many do not have strategies for dealing with the tax implications that result from the distribution and transfer of the assets they have worked so hard to accumulate.

 

Thus, our clients realize that it is essential that we complement our core accounting, auditing and tax services with an integrated “wealth management” approach to financial planning which helps our clients make important decisions regarding investments, retirement, estate planning, insurance, taxes, charitable gift planning, and business planning. In addition, the combined experience of our CPAs and Investmark financial advisors allows us to offer you personalized tax planning that is fully integrated with the rest of your financial life, so there are never any surprises for your, or your heirs.

 

As truly independent, fee-based financial advisors, Investmark advisors are able to provide unbiased advice and solutions that are always in our client’s best interest. Thus, unlike brokers, bankers or insurance professionals, there is no motivation to sell high-cost, commission-based in-house products.

 

Investmark advisors firmly believe in the power of true diversification as the key to successful investing. They are specialists in building well-diversified portfolios that invest across many asset classes and investment styles in a coordinated manner within each investor’s investment objectives and risk tolerances. In doing so, they follow a well-defined, time-proven process designed to replicate the intricate and highly disciplined approach that institutional money managers use in the management of large pools of pension assets. From institutionally managed mutual funds to the highest quality managed accounts to real estate and private equity, they create one-of-a-kind portfolios that offer clients the potential to achieve enhanced returns with less risk.

 

Like any journey, the direction of wealth requires staying on track, with the occasional mid-course correction. Investmark financial advisors help you with the professional discipline and dedicated focus needed to get you where you want to go. Your long-term success is the true measure of our success. We’re guided by our desire to recommend only the best for you. It’s what keeps us traveling together for life.

 

For more information on the services offered through Investmark, please contact Joseph P. Jandreau, CFA at joejandreau@investmarkfinancial.com, or by calling 860-657-1803 ext. 114

 

Joseph Jandreau was recognized in 2012 by Connecticut Magazine and Five Star Professional for providing quality services to his clients. Five Star Professional has been conducting market-specific research throughout the U.S. and Canada for over a decade, identifying reputable and trustworthy professionals in service professions.

 

*Mahoney Sabol and Company, LLC is not affiliated with Commonwealth Financial Network (CFN). Securities offered through Commonwealth Financial Network, Inc., Member FINRA/SIPC Financial Planning provided by Investmark Advisory Services, Inc. in Connecticut. Financial Planning provided by Investmark Advisory Services, Inc. in Connecticut are separate and unrelated to Commonwealth. The CFN registered representatives associated with this site may only discuss and/or transact business with residents of the following states: AZ, CA, CO, CT, DE, FL, GA IL, KS, MA, MD, ME, MI, NC, NH, NJ, NM, NV, NY, OR, PA, RI, SC, TX, VA, VT, WA.