Partners in trust. Partners in your future.

All your life you have worked hard to achieve the things that are important to you and your family. You’ve spent countless hours growing your business, developing your career, raising a family or pursuing your own interests. While most people would be envious of what you have accomplished, you occasionally wonder if your investment and financial plans have kept pace with your success.

That’s where we come in. Filomeno Wealth Management’s professional advisors will plan as hard for your financial success as you have. Our team of experienced and expert advisors will use their skills and judgment to help you achieve your goals. Our financial plan for you and your family is designed to achieve the results you expect, but haven’t been quite sure how to accomplish. Our clients come to us to develop, implement and monitor an integrated plan for their:

Investments

Tax StrategiesRetirementEstate Planning

 

 

 

 

 

A Winning Relationship

A summary of our roles, credentials, experience and services.

Individual Clients

Individual Retirement Plans

 

 

 

 

 

 

 

Investment

Michael A. Tedone, CPA/PFS was recognized as a Five Star Wealth Manager in the December 2010 Connecticut Magazine.

Michael A. Tedone, CPA/PFS quoted in October 2010 issue of Financial Advisor "The Waiting Game."

Michael A. Tedone, CPA/PFS quoted in June 2010 issue of Giving Advice "An Interview with the Chairs" published by the Hartford Foundation for Public Giving.

Michael A. Tedone, CPA/PFS quoted in October 2009 issue of Financial Advisor magazine.

Filomeno Wealth Management featured in May 2009 issue of Financial Advisor magazine. Click here

 

 

NEWS and EVENTS

From the Firm:


Filomeno Wealth Management’s client communications. Click here

Filomeno Wealth Management Quarterly Newsletters. Click here

In the Media:


Articles written about and by our firm.

Click here



Media Contact:
Kimberly J. Lockwood

Investment Administrator
(860) 760-7052

kjl@filomenowealth.com