Wealth & Investment Management Services in Portland, CT

Building wealth takes more than choosing the right investments—it takes a strategy that aligns with your goals, risk tolerance, and tax situation. At Carollo & Associates, we provide professional investment management in Portland, CT and nearby communities—helping individuals, families, and business owners grow and protect their assets with a clear, personalized plan.

Why Work with a Financial Advisor for Wealth Management

If you’re like many in Portland, Glastonbury, or across Middlesex County, you want an investment strategy that does more than just follow the market—you want it to work hand-in-hand with your tax plan and life goals. As both CPAs and financial advisors, we look at your full financial picture so your portfolio is designed for growth, stability, and efficiency.



Whether you’re approaching retirement, managing significant assets, or just getting started, our approach helps you make informed decisions today that set you up for long-term success.

What Our Wealth & Investment Management Services Include

We offer comprehensive, fiduciary-focused investment services tailored to your needs:


  • Customized portfolio design based on your goals and risk tolerance
  • Ongoing portfolio monitoring and adjustments as markets or life events change
  • Diversification strategies to balance growth potential with risk management
  • Coordination of investment decisions with tax strategies for maximum efficiency
  • Retirement account management, including 401(k) rollovers and IRA planning
  • Regular performance reviews and strategy updates


Our goal is to ensure your investments are working toward the life you want—while keeping you confident and informed every step of the way.

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Investment Management for Retirement

The closer you get to retirement, the more important it is to protect your savings while still pursuing growth. We help you navigate:

  • Asset allocation as retirement approaches
  • Sustainable withdrawal strategies
  • Required Minimum Distributions (RMDs) and tax implications
  • Roth conversions and timing considerations
  • Coordinating Social Security with investment income


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Tax-Efficient Investing

Investment returns matter—but what you keep after taxes matters more. We integrate tax efficiency into every investment decision, helping you:

  • Manage capital gains and losses
  • Strategically place investments in taxable vs. tax-advantaged accounts
  • Plan distributions to minimize tax impact
  • Reduce tax drag over time


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Support for Business Owners

If you’re a business owner, your wealth strategy often includes planning for a business sale, funding retirement plans, or investing business profits. We can help you:

  • Set up and manage SEP IRAs, SIMPLE IRAs, or 401(k) plans
  • Plan for succession or a business sale
  • Invest proceeds in a way that aligns with your personal goals and tax strategy


Why Choose Carollo & Associates for Investment Services

When you trust us with your wealth management, you get:

  • CPA-level tax expertise integrated with investment advice
  • Fiduciary guidance—your best interests always come first
  • A local, accessible advisor who understands your community and goals
  • Ongoing communication and strategy reviews


Plan Today for the Future You Want

Whether you’re building wealth, approaching retirement, or managing a legacy, we can create a plan that fits your life.

Looking Beyond Investments?

Your financial life is interconnected. At Carollo & Associates, we also provide:



  • Year-round tax preparation and planning
  • Estate and legacy planning coordination
  • Business accounting and payroll services


Because we’re both CPAs and financial advisors, we design strategies that work together—growing your wealth while minimizing taxes.