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

Bill Headshot

Bill Leavitt Founder | Principal Advisor

Bill 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.

Tyler Headshot

Tyler D'Amore Associate Financial Advisor

Tyler's experience and passion for helping people allows him to help clients reach their financial goals. He uses his attention to detail paired with his strong organizational skills to provide the best client experience possible. Tyler considers himself a life long learner, constantly trying to improve both professionally and personally. He double majored at the University of New Haven, receiving a Bachelor of Science in both business administration and management of sports industries in 2014. He finished those two degrees along with minoring in economics and quantitative analysis in just three years, gaining his master’s degree in his fourth year.

In his spare time, Tyler enjoys spending time with his wife and family as well as exercising through sports such as basketball, softball and volleyball.

Client Service

Kei-Lin Gatling

Marketing Coordinator

Jeanne Wojcicki

Office Administrator

Garrett Gould

Client Service Specialist

Laurie Logan

Administrative Assistant

Ready to Take The Next Step?

For more information about smoothly transitioning into retirement, schedule a meeting today with one of our advisors to create your financial strategy or register to attend a seminar.

Or give us a call at 203.795.7080.

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