MBH Capital

Capital Planning Consultants, LLC is a reputable financial planning and investment management consulting firm based in Cromwell, CT. They offer fee-only services, ensuring unbiased advice and guidance to their clients. With a focus on privacy and a commitment to their clients' financial well-being, Capital Planning Consultants, LLC has been providing expert financial planning and investment management services since 2000.Generated from the website

PTS Asset Management, established in 1990, is a registered investment advisor based in North Haven, CT, specializing in risk management for high-net-worth individuals, families, institutions, and nonprofit organizations. The firm combines asset allocation and proactive asset management to help clients navigate both rising and declining markets. With decades of investment experience, PTS Asset Management has a proven track record, having successfully positioned clients during various market conditions, including the late 1990s and the early 2000s. Their dual mission is to participate in rising markets while preserving wealth in declining ones. Generated from the website