WEALTH MANAGEMENT & FINANCIAL PLANNING
Real Advice.
Real Experience.
Real People.
Your financial future is too important to leave to a bot.
Maximize your chances of reaching your goals.
We will work with you to develop a personalized financial plan for every stage of your life.
How can I protect my wealth for my family?
Am I doing everything I can to minimize my taxes?
Am I making smart decisions with my money?
We are different. Here’s why.
For 25 years, we have been committed to transparency, integrity, and superior customer support.
WE ARE FIDUCIARIES
That means we are required by law to always act in your best interest.
WE BUILD PERSONALIZED PORTFOLIOS
We start by asking a lot of questions. Then we design a portfolio specifically suited to your unique financial goals and risk tolerance.
OUR FEES ARE SIMPLE AND TRANSPARENT
We never let conflicts of interests like commissions and sales quotas cloud our judgment when making investment decisions for our clients.
WE OFFER CONCIERGE-LEVEL SERVICE
Our clients expect exceptional service and that is exactly what we deliver.
Unparalleled Customer Support
We believe very much in long-term relationships. By forming lasting partnerships with our clients we get to know them and develop a deep understanding of their financial and lifestyle goals.
— Vince Esposito, Managing Partner
Unparalleled Customer Support
We believe very much in long-term relationships. By forming lasting partnerships with our clients we get to know them and develop a deep understanding of their financial and lifestyle goals.
— Vince Esposito, Managing Partner
Unparalleled Customer Support
We believe very much in long-term relationships. By forming lasting partnerships with our clients we get to know them and develop a deep understanding of their financial and lifestyle goals.
— Vince Esposito, Managing Partner
Preservation is in our DNA
We are located in the historic coastal town of Guilford, Connecticut, in the Miles Dudley House (1707) at 101 Fair Street.
This was the site of a seventeenth-century home built by Thomas Cooke, one of the original settlers of Guilford and a signer of the 1639 Guilford Covenant that established the town while the colonists were still at sea.
In 2019, we acquired and lovingly restored this historic property.
Preservation is in our DNA
We are located in the historic coastal town of Guilford, Connecticut, in the Miles Dudley House (1707) at 101 Fair Street.
This was the site of a seventeenth-century home built by Thomas Cooke, one of the original settlers of Guilford and a signer of the 1639 Guilford Covenant that established the town while the colonists were still at sea.
In 2019, we acquired and lovingly restored this historic property.
Click here for Dynamic’s Form CRS (Client Relationship Summary) and here for Dynamic’s ADV Firm Brochure
For additional information click here.