The mission of New England Guild Wealth Advisors, "Guild", is to improve our clients' financial well-being. In this endeavor, we provide our clients with objective investment advice and wealth management solutions designed to achieve their financial goals and address life's ever-changing challenges.
We are distinguished by our collaborative approach. Our group brings diverse financial capabilities, backgrounds and an average of 20 years of experience to clients of the firm. We provide our clients with solutions, that incorporate elements and capabilities not usually offered by other investment management firms.
Acting in our role as Fiduciary, we maintain a client focus in everything we do. Our firm is committed to being unbiased and independent, while consistently offering highly personalized service and creative solutions. We don't work for commissions. We don't have sales incentives, third-party compensation or "in-house" promoted investment products. We are fee-only, and as such, the only fee we earn is the fee we earn from you. We believe that this enables us to provide the kind of value, creativity and objective counsel that truly places our clients' best interests first.
139 Simsbury Road
Avon, CT 06001
Areas of Practice
We believe that every asset exists to satisfy a future need for cash; thus, risk is really defined as not having the cash when you need it. Through a holistic investment approach that incorporates goal-driven financial planning, we can help you construct a customized portfolio that places equal emphasis on your cash flow needs as well as your return goals and risk tolerance.
We can help you establish a plan as you transition from employment and wages to "harvesting" your portfolio to supplement social security and/or pensions to provide for your income needs in retirement. We canalso help you create appropriate social security strategies for you and your spouse.
Integrated Financial, Tax, and Investment Strategies
As the saying goes "it's not what you make, but what you get to keep". We can help you ensure that assets are aligned and managed to achieve the intended outcome with respect to the impact of income, gift and estate taxes.
ESTATE & CHARITABLE PLANNING
We often work with clients to create a strategy for the transfer of their wealth. Plans may include educating children and/or grandchildren; providing for intergenerational wealth transfers; developing a succession plan for your business; building a framework for the design and creation of wills and trusts. We can help you set up Charitable Endowments and/or develop prudent gifting strategies that achieve your philanthropic goals while being sensitive to tax issues.
Divorce can present unique challenges for clients. We can help you with the consolidation and assessment of your assets, the determination of future financial needs and the development of investment objectives specific to your new life goals.
We can help you with the review of insurance needs to protect existing assets and income streams. The review includes life, disability and long-term care insurance needs. If insurance is needed, we would work with both you and your agents to select the product most suitable to address your needs.
Please Note: The scope of any financial planning and consulting services to be provided depends upon the specific requests and needs of the client. New England Guild Wealth Advisors, Inc. (“Guild”) does not serve as an attorney, accountant, or insurance agent. The Guild does not prepare legal documents or tax returns, nor does it sell insurance products. If the client desires, E. Patrick Logue, CPA, in his separate licensed capacity as a CPA and owner of Financial Solutions, can be engaged to provide tax preparation services per the terms and conditions of a separate agreement and fee.