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COVID-19 Update

Hear from Debra Clark, CFP® on how we are committed to providing uninterrupted service to our clients while also maintaining the safety and well-being of our team.

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Family Office For The Emerging Affluent

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We want to partner with women to provide guidance, resources and tools you need, when you need them the most.  We are able to help you navigate critical life events and make sure that you and your finances are protected.  Whether you own your own business or are going through a divorce, we understand all of the big and little things that are going on in your mind. Many women struggle to find the right financial partner to guide them through these major life events and that is where we come in. 

There is no specialist certification for providing financial advice to women.

Create an investment plan to achieve your goals

Create an investment plan to achieve your goals

Before we can build a plan to help you meet your financial goals, we’ll need to know a bit more about you. In this short exercise, answer questions about yourself and your future objectives. Then, request a consultation so that together, we can build a plan to help you get there.

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Real Obtainable Goals

We work with you to develop and understand your financial goals that meet your specific needs.

Tailored Recommendations

We examine and discuss your different options based on your goals, financial profile and current financial state.

Customized Insight

We look at market insights and build investment portfolios to help you reach your financial goals.

You won't hear us preaching about 'beating the market' because what we stand for is determining what your financial goals are and how and when you want to achieve them.  We construct a personalized plan that is designed to help you get there. That simple. 

We want to partner with you to provide you with the guidance, resources and tools you need, when you need them the most.  We want you to feel confident in your financial futures, while knowing that someone has your back.  We want you to feel empowered about your money and your future. 

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You want to make sure that your family is protected now and for years to come, which is why you need to make sure that you have the proper planning in place. I am committed to helping your loved one experience the quality of life they deserve and helping you and your entire family feel prepared.  

If you've left over $2,000 in assets to your child or other dependent with special needs, you've most likely caused them to lose eligibility for most government benefits. It is my goal to help you understand your options when it comes to leaving assets to your child.

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Starting over can be scary.

If you are on your own, whether by chance or by choice, one of the most important things to do is to determine how you will get by financially.  This is where we can help guide you through all of the emotions and get your financial matters in order to give you the confidence and control you need while helping you obtain your financial goals.  

59% of widows and divorcees regret not taking part in long-term financial planning when they were a couple.


We understand how hard it can be when you lose your partner.

We understand the three stages of widowhood and the needs that you have in each of these stages.  Losing a spouse is one of the hardest things one can experience. On top of the emotional burdens that a death can bring, it may also result in major financial and lifestyle changes as well.  We are here to be a helping guide during this process.

By understanding what you need in each phase, our team is able to look for ways through this most difficult time:


We create strategies that are tailored to your needs and goals.

First Year of Widowhood

Years of experience have prepared us to guide you through your life transitions.

Remainder of Your Life

Now it is time to think about your future and the next steps in achieving them to gain financial security.

Our Team

Debra Clark, CFP®

Registered Representative, IAR


Debra Clark, CFP, was born in Montpelier, VT and is a 1998 graduate of Norwich University. She is a Registered Representative and Investment Advisor Representative with over 20 years of experience in the industry. Debra is a CERTIFIED...

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Patricia A. Harkin

Registered Assistant

203 470-2945

Patricia has 30+ years in the banking and financial services industry. Her role is to assist Debra with client's financial needs and services. Patricia and her husband reside in Brookfield CT.

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