A collaborative

wealth management experience where we do the heavy lifting.

 

The Wealth     Solution

360

Trying to piece together a plan on your own with advice from different professionals who have never met each other can be a frustrating and time-consuming process. And knowing if you're on the right track can be nearly impossible.

 

Our solution is designed for clients who desire a single source for the creation, implementation, and management of a holistic financial plan that integrates and coordinates the recommendations of all new and existing advisors.

Clients who choose this solution are provided with a variety of services that include:

Interested in Getting Started?

On-demand financial services with priority scheduling and service requests

Macro-management of personal finances working with new or existing advisors

Up to 4 annual meetings in person or online with other advisors as needed

Up to 1 family governance meeting per year with important family members and other advisors

Personal financial management website to help organize and monitor personal finances

The Value of Working

with an Advisor

Those who work with an advisor reports substantially greater financial security, confidence and clarity than those who go it alone.

66%

31%

No Advisor

With Advisor

Percentage of people who say they feel very financially secure.

Planning and Progress Study, 2019 Source.

Contact Us

Our Knowledge.

Your Vision.

TM

Caserta & de Jongh, LLC
Company
Who We Are
Contact Us
Privacy Policy
Contact
Office: (203) 272-9111

Fax: (475) 655-2781

 

12 Elm Street

North Haven, CT 06473

info@caserta-dejongh.com

What our lawyers want us to say:

Securities and investment advisory services offered through Hornor, Townsend & Kent, LLC (HTK), Registered Investment Adviser, Member FINRA/SIPC. 210 Park Avenue Suite 101, Florham Park, NJ 07932 (973) 538-9100. HTK is a wholly-owned subsidiary of The Penn Mutual Life Insurance Company.  Caserta & de Jongh, LLC is independent of HTK, LLC. HTK does not provide legal and tax advice. Always consult a qualified tax advisor regarding your personal tax situation and a qualified legal professional for your personal estate planning situation. 

Check the background of your financial professional on FINRA's BrokerCheck.

Investment advisory and financial planning services are provided by John Caserta, HTK Investment Adviser Representative. Our representatives are insurance and securities licensed in our home state of CT, as well as additional states.  For more information, please contact our office.  This is not an offer or solicitation in any state where not properly licensed.

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