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About

Give your financial health the professional care it needs.

Give your financial health the professional care it needs.

Our goal has always been to guide/support individuals, families and business owners in making the most sound & informed financial decisions possible. To that end; the creation and maintenance of a financial plan, in our experience, has been the most efficient medium to identify and communicate those decisions.

We specialize in your financial wellness.

Engaging in thoughtful financial planning is a profound way to enhance your financial wellness. By systematically mapping out your financial journey, you establish a clear and proactive relationship with your money. This process not only alleviates stress by removing uncertainties and seeking to minimize risks but also fosters a sense of empowerment and control over your financial destiny. Regularly setting and revisiting goals helps ensure that your financial decisions align with your deepest life values and aspirations. As you see your savings grow and your investments flourish, your confidence in managing money strengthens. Over time, this cycle of planning, acting, and reviewing not only boosts your financial confidence but also enriches your overall well-being, making you feel more capable, and optimistic about the future.

Meet Your Advisor
Josh Ferreira CFP®

Financial Advisor

Throughout my life I have thrived in experiences that encouraged collaboration; whether on the soccer field, hockey rink or on stage, being creative and using knowledge I am passionate about has always led me to joy. Collaborating with clients in pursuit of their life’s goals is an experience that brings me immense joy, which I have chosen to be my life’s work.

The other joy’s in my life still have deep roots from earlier in my life. I still love to get out on the ice and play hockey once a week and although I no longer play on stage, you can find a guitar in many rooms of my home which I tend to play here & there.

As you can imagine, with age, new forms of joy, sometimes, take a simpler form. Keeping up with my home, inside and out brings me such joy. I live in Canton, CT with my wife Bethany, four children Hank, Oliver, Finn and Georgia along with two dogs Maggie & Maude. This, as you can imagine, is the most important element in my life and the one that brings me much of my life’s joy.

Joy, is important to me. It is an emotion I believe I help to bring to the lives of my clients through confidence in their financial decisions.

Are You Ready?
Take the First Step

If you believe you could benefit from working with a financial professional, let's review your portfolio, financial trajectory, and goals to see if you're a good match for our practice.

Start Building Your Plan