Procyon is dedicated to assisting Aerospace, Insurance, and Defense executives and their families in Connecticut with tailored financial services. We understand the unique challenges high-income earners face and offer solutions like executive compensation planning, retirement strategies, investment management, efficient cash allocation, stock options management, deferred compensation planning, and concentrated stock risk management. Our goal is to simplify your financial journey while seeking to optimize your wealth. We are known for our empathetic approach and strive to involve both spouses every step. Let us handle the complexities of your financial life, so you can focus on what truly matters.
Fabulous firm with an excellent model: they more money they make you, the more you earn...perfect plus, they have delicious Coffee :)
MK
Matthew Kaye
Aug 24, 2023
5.0
Wooster Corthell Wealth Manage provides us excellent service as we move towards retirement. The integrity, intelligence, and professionalism they have shown us is second to none. Highly recommended.
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Stephen S
Aug 24, 2023
5.0
We have been using Wooster Corthell since 2006. They are excellent. They keep us up to date on how our investments are doing. Very responsive to any questions that we have. Their portfolio reviews are very thorough. Most importantly our investments have done very well. I highly recommend them.
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Alison Nicholes
Aug 24, 2023
5.0
We have felt very understood and cared for by our advisor.
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