Broker Check

Around the Office - February 2017

| February 04, 2017
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The Next Generation

Rocco & Associates Wealth Management is a multigenerational business, and we are fortunate to have families who have been our clients for several generations. In fact, we are proud to say that many of our youngest clients are the grandchildren of the firm’s original clients. Why are we proud of this fact? Because it shows that we have been able to successfully transfer wealth across two generations; from the baby boomers to generation x and now to the millennials. With careful planning your wealth doesn’t just have to pass on to the next generation, but instead can help you shape a legacy and open doors for your children, grandchildren or even a charitable endeavor that you are passionate about.

This February, we want to take time to highlight the importance of wealth transfer planning, and are making it easier than ever for our clients to review their plan. All of our articles, blog posts, and events will be centered around helping our clients leave a legacy that will span generations (just like R&A!).

Estate Planning Grab ‘N Go

Stop by Colony Grill in downtown Fairfield on February 16th for our first grab and go event of the year. Come by, drop of your estate planning documents, including wills, trusts, or health directives, and grab a pizza to go at this informal event. We have partnered with a local law practice, Russo & Associates, LLC, to review your estate planning documents. After we review, we will reach back out with any suggestions that we may have. We will be at Colony from 5:30pm to 7:30pm so feel free to stop by and drop of your documents or come with questions if you are just looking for a place to start your estate plan.

Our Spring Interns Have Arrived!

Please join us in welcoming Chris Flynn and Tricia Dalton as our spring interns!

Chris is currently a junior at Fairfield University, pursuing a B.S. in finance. After graduation, he aspires to pursue a career in the financial industry, as well as earning his MBA. Originally from Madison, Connecticut, Chris attended Daniel Hand High School, where he discovered his passion for business. He is an avid golfer. Chris played for the men’s varsity team in high school, and currently plays for the Fairfield University Men’s Club Golf Team. Chris is looking forward to the Rocco & Associates experience and is excited by the opportunity to further develop his business knowledge and skill.

Tricia is currently a junior at Fairfield University pursuing a dual degree in Finance and English Literature and Cultural Studies. She also has a minor in classical studies. Tricia has just returned from a semester studying abroad at the National University of Ireland, Galway. She is an active member of the Fairfield University Student Alumni Association. In the spring of 2016, Tricia took on a leadership role as the District 1 Representative for CASE ASAP, an organization focused on encouraging student involvement in advancement and philanthropy. She is excited to learn more about the field of wealth management as an intern.

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