Stephens Inc

Ladd Capital Management LLC is an SEC registered investment advisory firm based in New Haven, CT, founded by David M. Ladd in 1975. Under the leadership of Managing Partner Edward W. Lovejoy, the firm focuses on managing investment portfolios for corporate endowments and individual clients with a commitment to conservative, lower-risk investment strategies. The firm emphasizes a personalized approach, prioritizing clear communication with clients and their financial teams, including attorneys and accountants. This collaborative method results in tailored portfolios designed to meet each client's unique financial goals, reflecting Ladd Capital Management's belief in the long-term benefits of a conservative investment philosophy. Generated from the website

Mercer Advisors is a wealth management firm located in Woodbridge, Connecticut, with over two decades of experience providing tailored guidance to families and business owners. They offer a comprehensive suite of services, including financial planning, investment management, tax, estate, and insurance solutions, all designed to amplify and simplify their clients' financial lives. With a dedicated team of CFA and CFP professionals, Mercer Advisors specializes in multi-generational wealth management and institutional-grade investing, ensuring tax efficiency and proactive strategies to protect clients' legacies. Their advisors are deeply embedded in the local community and focus on delivering clarity and confidence as clients navigate their unique financial journeys. Generated from the website