Tailoring strategies to manage your financial future

US Wealth New Haven is now

Nexa Financial Group

New Name. Same Team. We still strive to allow you to spend more time embracing the moments that give your life purpose and less time worrying about the details.

There is a common misconception that the only function of an advisory firm is to manage money.

While this is certainly part of what we do, it is only one small piece of the holistic planning relationship.

Comprehensive Planning is the core service that we offer and what we believe gives you the clarity to see the forest through the trees. This allows us to evaluate your current position and make recommendations to best align your financial resources with your personal goals. It is never too soon to begin planning, as doing so will help prepare you for just about anything that life can throw at you.

$500
MM
Combined assets under management
#1
RANKING
RIA Channel®’s List of Top 100 Wealth Managers

Our Team

Thomas
Morrone CFP®, CPA

Founder

Paul
Morrone CFP®, CPA/PFS, MSA

Wealth Manager

Preston
Young MBA

Financial Planning Assistant

Eric
Parnell CFA

Chief Market Strategist

Marc
Poulos

Senior Trader, Asset Management

Our Clients

We look for clients who share our values of care, responsibility, and mutual respect, just as you seek an advisor who aligns with your vision.
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You’ve reached or achieved level of wealth where small mistakes can have a big impact.
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You're seeking a partner who values your peace of mind as much as your financial growth.
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You’re building wealth and now face an important question: how will use it meaningfully?
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You want an advisor who is going to address the financial blind spots you didn’t know existed.
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You want an advisor that is proactive with your life changes.
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You want an advisor who is held to a fiduciary standard and who values what is in your best interest.

Sound like you? Contact us today!

We never charge for an introductory meeting and welcome the chance to introduce ourselves.
Contact Us

Our Approach

Our advice is tailored to your needs and designed to align your financial resources with your personal goals. We will gain a deep understanding of what is important to you by reviewing all aspects of your financial household, not just your investment accounts. This means you’ll receive personalized and actionable advice through each phase of our relationship.
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Asset Management

Our asset management process goes beyond security selection by considering tax efficiency, illiquid investments, asset protection, debt analysis, and cash flow.
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Tax Planning

Taxes are often an afterthought but have a significant impact on virtually every aspect of your financial household. Proactive planning means that we’re carefully watching what may easily be your biggest expense.
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Retirement Planning

Retirement is a major financial transition that involves high stakes and irrevocable decisions. A clear roadmap with defined milestones means you’ll be informed and ready when the next phase of life arrives.
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Risk Management

Protecting you against all the ‘what ifs’ in life means considering what happens if the worst, or best, comes your way. A well-crafted plan highlights the possible but is flexible enough to mitigate the improbable.
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Estate Planning

An effective estate plan ties together even the most complex financial scenarios. This means considering matters of both life and death that may involve incapacity, gifting, and charitable giving in addition to wealth transfer.
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Family Governance

The people in charge of executing your plans are just as important as managing the wealth you have created. Clearly communicating your vision to financial professionals and loved ones will help to ensure that everyone remains on the same page for generations to come.

Our Process

As CERTIFIED FINANCIAL PLANNERTM professionals, we believe there are necessary steps to effectively create and implement all financial plans, however, our secret sauce is how we work alongside you.
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Phase 1

Discover
We identify your goals, priorities, preferences, and potential obstacles. As well as establish expectations and discover if the partnership is the right fit.

Phase 2

Plan
We develop a detailed, personalized financial roadmap based on your life’s priorities, while focusing on key milestones and objectives.

Phase 3

Nurture

We strive to protect you from potential blind spots and guide you through life’s most challenging transitions as you work toward your vision of financial independence.

 

Frequently Asked Questions

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