Meet the professionals who can help you pursue your goals


We help individuals and families achieve their ideal retirements

Taking the lessons from the past, but firmly focused on the future.

Advisory Team

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Bill Leavitt Founder | Principal Advisor

Bill Leavitt is an Investment Advisor and financial planner with more than two decades of experience. He specializes in working with pre-retirees, retirees and professionals to help them navigate a complicated and ever-changing investment landscape.

As an independent, fee-based fiduciary advisor, Bill provides personalized, objective and unbiased recommendations that are best suited to each client’s unique needs. Bill’s deep-rooted passion for helping people started when he was a young boy. He transformed this compassion into a career working as a first responder for his family’s ambulance company.

During this experience, he noticed many retirement-age individuals needed his assistance with not just their physical health but also their finances. He decided to dedicate his career to helping retired individuals and their families plan for the future.

A Connecticut native, Bill resides in southern Connecticut with his wife Laura and their three daughters.

Client Service

Danni Cornieles

Client Service Specialist

Jeanne Wojcicki

Office Administrator

Jean Sandler

Office Associate

Delaney Messina

Marketing Coordinator

Ready to Take The Next Step?

For more information about smoothly transitioning into retirement, schedule a meeting today or register to attend a seminar.

Or give us a call at 203.795.7080.