Partnership of Professionals

If you're dealing with any level of financial complexity, we offer a family office experience - bringing together CPA's, estate attorneys, insurance experts, and other specialists to ensure that no detail is missed and every strategy is coordinated and fully executed.

We do this through our Partnership of Professionals. While each expert maintains their own brand and office, they work closely together as a unified team, sharing documents and strategies to ensure every aspect of your financial needs remains efficiently managed. This collaboration saves you time and provides a comprehensive, tailored solution.

Meet Our Partnership of Professionals

Ann Fowler-Cruz, Principal at Cohen and Wolf, P.C.

Specializations: Elder Law, Trusts & Estates
Ann Fowler-Cruz is a Principal at Cohen and Wolf, P.C., with extensive experience in elder law and estate planning. As a Certified Elder Law Attorney (CELA), she assists clients with long-term care planning, asset protection, Medicaid applications, and special needs trusts. Ann is known for her compassionate approach and deep commitment to serving the elderly and disabled. She also guides families through complex estate planning, ensuring that their wishes are honored.

Learn more about Ann Fowler-Cruz and Cohen and Wolf, P.C.

John Baldelli, CPA at Baldelli & Company, LLC

Specializations: Tax Planning, Accounting Services
John Baldelli, CPA, is the principal of Baldelli & Company, LLC, a trusted certified public accounting firm in Woodbury, Connecticut. With decades of experience, John specializes in comprehensive tax planning, tax mitigation, and accounting services for individuals and businesses. His firm is known for its personalized approach, helping clients navigate complex tax situations and providing strategic advice to optimize financial outcomes.

Learn more about John Baldelli and Baldelli & Company, LLC

Andy Sachs, Founder of CT Estate Services

Specializations: Estate Management, Real Estate Services
Andy Sachs is the founder of CT Estate Services, specializing in providing comprehensive assistance to beneficiaries managing estates, particularly in selling inherited properties. Andy's approach combines deep real estate market knowledge with a personalized touch, ensuring that clients maximize estate asset value while minimizing stress. His services include full-service real estate consultancy, property preparation, and the liquidation of personal assets.

Learn more about Andy Sachs and CT Estate Services

Arden Trust Company

Specializations: Trust Services, Fiduciary Management
Arden Trust Company offers specialized trust services and fiduciary management to help clients protect and manage their wealth. With a national presence, Arden Trust provides a wide range of services, including directed and delegated trust solutions, estate settlement, and asset protection strategies. Their experienced team works closely with financial advisors to deliver customized trust administration services that align with clients' financial goals.

Learn more about Arden Trust Company

Disclosure:

“Ann Fowler-Cruz and Cohen and Wolf, P.C., John Baldelli and Baldelli & Company, LLC, Andy Sachs and CT Estate Services, and Ardent Trust Company are not affiliated with Kestra IS or Kestra AS.”