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Success Stories

Below are a number of stories highlighting how clients may benefit from working with HTG.

Diminished Capacity

Prepare both legally and financially for late life dementia.

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Young Family with Full Plate

Prioritize savings, make sure family is legally and financially protected, and relocate to the suburbs.

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Executive with a New Job

Understand the impact of a new job offer on family finances.

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When to Retire

Understand retirement timeline and ability to maintain current lifestyle.

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Balancing Concentration Risk

Fitting a concentrated position into a broader plan

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Sharing Substantial Wealth and Creating a Legacy

Understand best strategies for giving without compromising standard of living.

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Life after Divorce

Finalize mediation and understand a new financial picture

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New Widow

Guidance on disclaiming assets and ongoing investment management.

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HTG Advisors

50 Locust Avenue
New Canaan, CT 06840
203.972.8262
info@htgadvisors.com

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