As a wealth management firm, we offer retirement planning, investment management, estate planning andtax planning services to high-net-worth individuals, multi-generational families, and businesses in New Haven, CT and beyond.  We also work with dozens of business owners to assist in their corporate retirement plan set-up and execution. Our team of experienced advisors understands that wealth management is a dynamic process and each situation is unique. We create custom investment solutions and financial plans that are designed to evolve in the face of life’s uncertainties.

As a fiduciary firm with a century of combined wealth management experience, we're dedicated to delivering tailored, results-oriented solutions to help you achieve your financial goals. We believe in building long-lasting relationships with our clients. Our personalized approach ensures that your financial plan is tailored to your unique circumstances and aspirations.

Recognized by Forbes as one of the Best-In-State Wealth Management Teams in 2024, we're committed to exceeding your expectations and helping you secure your financial future.

As a Financial Industry Regulatory Authority (FINRA) member firm, subject to the federal securities laws and the rules of industry self-regulatory organizations, LPL Financial prioritizes its obligations to protect client assets in their custody with the utmost care and scrupulous adherence to financial protection rules, including those governing the segregation of client assets.

LPL provides an enormous catalog of services and resources and a long history of financial stability. The LPL Financial SIPC Membership provides account protection up to a maximum of $500,000 per customer, of which $250,000 may be claims for cash. An explanatory brochure is available at www.sipc.org. Additionally, through London Insurers, LPL Financial accounts have additional securities protection to cover the net equity of customer accounts up to an overall aggregate firm limit of $750,000,000 subject to conditions and limitations. The account protection applies when a SIPC member firm fails financially and is unable to meet obligations to securities clients, but it does not protect against losses from the rise and fall in the market value of investments.

It was necessary to delay the announcement of our partnership with LPL Financial until our advisors were formally registered with them, to avoid potential conflicts of interest. If you have any questions prior to us contacting you, please call us at (203) 780-7770.

Thimble Island Private Wealth prioritizes a personalized and comprehensive process for new clients:

1. Initial Consultation to gain a deep understanding of your financial goals, risk tolerance, and time horizon. This highly collaborative stage is where we’ll establish a strong rapport and relationship that fosters trust and communication.
2. We will then conduct a Comprehensive Financial Assessment, collecting essential financial information, including income, expenses, assets, liabilities, and existing investments.
3. From there we will create a Customized Financial Plan that addresses your specific needs and goals. This financial plan is regularly reviewed and adjusted to account for changes in your circumstances and market conditions.
4. Once your plan is in place, we will construct a personal, diversified Investment Strategy aligned with your risk profile and goals.
5. Finally, we stay in regular Communication, providing updates on market trends, portfolio performance, and any necessary adjustments to your financial plan. We strive to always make ourselves available to address any concerns or questions that you may have.

By following this structured approach, Thimble Island Private Wealth aims to provide a seamless and valuable new client experience, setting the stage for a long-lasting and successful financial partnership.