Broker Check

About Us

The Meaning of Madaket

Madaket is the name of a special beach on Nantucket Island. The name means Sand at the end of the land.  A walk through the dunes leads to a beautiful shoreline, a space to play, relax, reflect, and enjoy a stunning sunset. While sand and salty air may not be everyone’s ideal, the meaning “sand at the end of the land” can be anything we are striving for. It’s the "I could stay here forever," or "I need more of this in my life, this is what I am working towards." 

WHAT IS YOUR MADAKET?
How confident are you that your plans can get you there?

Our job as financial advisors is to help clients identify what their goals look like, clarify where they are today, and lay out a path to get from here to there. We each ask different questions with the same purpose: What place, activity, or experience feeds your soul and makes you feel like you’re living your best life and how can we help you achieve more of that?


Our Approach

We strive to build clear, comprehensive strategies that combine investment management, risk mitigation, wealth preservation, and distribution planning. 


We tend to wear three hats; coaching, planning and implementation.  Our coaching hat is educational, talking through options, the meaning of terms or what certain platforms can be used for.  Our planning hat is focused on what a client has accumulated, how it is invested, where the client is exposed to risk and options for getting to where they want to go.  And our implementation hat puts the plan into action, adjusts if the market changes or if the client adds a new variable.


LIFE DOES NOT FOLLOW A STRAIGHT ROAD


Think of working with an advisor at Madaket as having your own financial GPS.  We monitor whether you are tracking your goals, we adjust the plan when life takes an unexpected turn and we run scenarios when you are trying to make a difficult decision.  


Fee Structures

We can engage with clients under a number of structures.


An advisory agreement with a percentage of managed assets is most common.  As an advisory client we include planning services, collaborating with your attorney and accountant if needed, and support with processing transitions. The percentage may reduce as your assets with us grow.


Fee Based Planning is common with clients who are looking for analysis and a plan for questions about next steps.  Fees in this arrangement can be by the hour or for a 10 hour planning package.


A commission based arrangement is common if we are setting up a new life insurance policy, annuity or brokerage account.  In this case the carrier pays us a commission for setting it up and being your point of service contact.

A Thoughtful Approach To Financial Decisions

Public School Employees

Navigating the intricacies of the Connecticut teacher retirement system requires specialized knowledge. We help educators understand their unique benefits and how they integrate with a broader financial strategy:

  • Pension Option Analysis
  • Social Security Coordination
  • Retirement Income Planning

Women Navigating Change

Life transitions such as divorce, retirement, or the loss of a spouse require a supportive and strategic partner. We provide the clarity and guidance needed to help women manage their financial independence with confidence:

  • Divorce Financial Analysis
  • Legacy and Estate Planning
  • Transition Management Support
A Proven Path To Confidence

A Proven Path To Confidence

Attend a Workshop

Start by attending one of our weekly educational sessions. These webinars are designed to provide clear, actionable information on topics ranging from state pensions to money management.

Consultation

We sit down to discuss your current financial landscape. This is a time for us to listen to your concerns and identify the specific goals you want to pursue.

Strategic Design

Our team develops a tailored strategy that addresses your specific needs, whether you are planning for a career milestone or navigating a personal transition.

Ongoing Partnership

Financial planning is a continuous process. We provide regular reviews and adjustments to your strategy as your life evolves and the market changes.

Weekly Educational Webinars

Weekly Educational Webinars

We believe that knowledge is the foundation of informed decision-making. Our weekly webinars focus on the specific needs of Connecticut Public Employees and Women in Transition, offering a low-pressure environment to learn about complex financial topics.

Let’s Connect

We’d love to learn more about your goals and how we can help. Schedule a conversation with our team today.

Let’s Connect

Let’s Connect

1266 East Main Street
6th Floor
Stamford, CT 06902

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