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April 30, 2026
We had an amazing time hosting our Art from the Heart Paint Night 🎨✨
Spending the evening together at Chip’s Pub in Clinton reminded us how special this community truly is ❤️. To us, our clients are so much more than that—you’re part of our extended family 🤗 Seeing everyone come together to laugh, create, and connect made the night incredibly meaningful.
A heartfelt thank you to the talented Cindy Stevens Fine Art for guiding us through such a beautiful coastal painting 🎨🌊, and to each of you who joined us and made the evening so much fun! And the food & drinks were fantastic too 🍽️🍹—Chip’s Pub - Clinton, CT never disappoints!
We’re also proud to share that we made a $250 donation to support Clinton residents through the Shoreline Soup Kitchen 💙 Giving back to the community that gives us so much is truly important to us.
Moments like these are why we do what we do 💙 Building strong financial futures is important, but building relationships and supporting the community we care about is what truly matters.
We’re so grateful for all of you 🙏 and already looking forward to the next time we can gather together.
With gratitude,
Donna, Adam, Stephen, Lisa & Brent
#CommunityMatters #ArtFromTheHeart #LocalEvents #ClintonCT #ShorelineCT #SupportLocalArtists #CindyStevensArt #CommunityConnections #LocalBusinessLove #JanneyMontgomeryScott #ChipsPubClinton #DineLocalCT #GiveBack
April 30, 2026
We had an amazing time hosting our Art from the Heart Paint Night 🎨✨
Spending the evening together at Chip’s Pub in Clinton reminded us how special this community truly is ❤️. To us, our clients are so much more than that—you’re part of our extended family 🤗 Seeing everyone come together to laugh, create, and connect made the night incredibly meaningful.
A heartfelt thank you to the talented Cindy Stevens Fine Art for guiding us through such a beautiful coastal painting 🎨🌊, and to each of you who joined us and made the evening so much fun! And the food & drinks were fantastic too 🍽️🍹—Chip’s Pub - Clinton, CT never disappoints!
We’re also proud to share that we made a $250 donation to support Clinton residents through the Shoreline Soup Kitchen 💙 Giving back to the community that gives us so much is truly important to us.
Moments like these are why we do what we do 💙 Building strong financial futures is important, but building relationships and supporting the community we care about is what truly matters.
We’re so grateful for all of you 🙏 and already looking forward to the next time we can gather together.
With gratitude,
Donna, Adam, Stephen, Lisa & Brent
#CommunityMatters #ArtFromTheHeart #LocalEvents #ClintonCT #ShorelineCT #SupportLocalArtists #CindyStevensArt #CommunityConnections #LocalBusinessLove #JanneyMontgomeryScott #ChipsPubClinton #DineLocalCT #GiveBack
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
Donna Judge Named as a Forbes 2021 Top Women Wealth Advisor
Donna Judge has been named to Forbes list of Top
Women Wealth Advisors in 2021. “We are proud to have
Donna not only represent our firm but also our industry,”
said Jerry Lombard, President of the firm’s Private Client
Group.
April Investment Perspectives
Our Investment Strategy Group examines how geopolitical tensions are influencing oil prices and market dynamics. The report also explores opportunities in emerging markets and reinforces the importance of staying focused on long-term fundamentals.
Remaining Disciplined During Market Downturns
Investors who remain committed to their financial goals in the face of short-term market turbulence may ultimately benefit.