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Senior Portfolio Manager & Wealth Advisor
We combine decades of industry experience with our disciplined approach to help you get the most out of every hard-earned dollar
A team of proud Sudburians, Simone Renelli thrives when those around us thrive. Whether we’re helping you save for a comfortable tomorrow or planning for future generations, we approach everything we do with the signature perseverance, grit, and determination of the community that raised us.
Led by Simone Renelli, our team of wealth management specialists has the expertise and knowledge required to guide you through any financial decision, big or small.
We take a hands-on approach to managing your investments, relying on tactical decision-making and the unique perspective afforded to us by our deep accounting and economics roots.
Leading with planning, we consider all aspects of your financial picture to get a sense of how to best make your money work for you. This all-encompassing approach lets us execute with excellence every day.
From beginning to end, our team will work together to help you get the most out of your every hard-earned dollar. Regardless of your financial needs, we’ve got solutions that can help.
