Broker Check

Our advisers are with us for one simple reason: they enjoy helping people. It's what we do and we want that passion to be evident in the service we provide. First we take the time to learn what matters most to you. Then we design plans that are truly geared to meet your personal needs - and address those "what if" dreams, too.

Below are only some of the areas that our advisers can help you with achieving your financial goals. 

Investment Strategies

Insurance Planning

College Planning

Business Planning

If you are looking to meet one of our advisers about your financial goals please use the search bar above or scroll down to meet them. 

Wilton, CT 

Prime Financial Services has been providing financial guidance to physicians, hospital groups, corporations and families for over 60 years.  You may have seen them at your local hospital giving a seminar on tax investment strategies. 

They understand the unique needs that physicians have from the pains, struggles and joys that come from a career in medicine.  

Some of the areas that they can assist you are: taxes, investments, disability planning, and life insurance. 


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Jason Wein

Jason Wein

Managing Partner for Prime Financial Services

Howard Wein

Howard Wein

Managing Partner for Prime Financial Services

Lawrence Bernstein

Lawrence Bernstein

Managing Partner for Prime Financial Services

Max Leopold

Max Leopold

Financial Representative

Alex  Kreis

Alex Kreis

Financial Representative

Darby  Burke

Darby Burke

Busines Operations Manager

Advocacy Group is a full service financial planning, wealth management firm that provides solutions that help build, protect and distribute wealth to individuals and their families.  

Advocacy Group specializes in providing financial education and planning services to teachers, young professionals and their families.  They focus on the long-term relationship with their clients. 

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Steven  Randby

Steven Randby

President of Advocacy Group

Debra Clark is a Registered Representative and Investment Advisor Representative with over 20 years of experience in the industry.  

Her team works with women in all the different stages of life from becoming a new mother to surviving a loss of a spouse.  

Her process always starts with listening to you about your goals and needs.  She designs a personalized plan around those goals and will help you reach your financial goals. 

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Debra  Clark

Debra Clark

Registered Representative

Patricia  Harkin

Patricia Harkin

Registered Office Admin

We have a handful of advisers that brand specifically with Wealth Continuum Group and work with their individual clients to meet their financial goals.  

Some of these advisers have been with us for over 20 years and have some amazing stories to tell about their time with Wealth Continuum Group. 

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New Haven, CT  | Cheshire, CT 

Caserta & de Jongh, LLC have two locations.  One very close to the Yale campus, where John Caserta, ChFC graduated, and one in Cheshire, CT.

Their mission is to become your trusted adviser by delivering advice and customized personal plans and business financial plans that integrate their expertise with your vision of financial success. 

They walk you through a hands-on process where they discuss your vision of financial success, gather information about your current situation and develop recommendations for you. 

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John  Caserta

John Caserta

Managing Director of Caserta and DeJongh

Bob de Jongh

Bob de Jongh

Senior Planning Coordinator

Florham Park, NJ

Neoni Wealth Strategies works with individuals and small business owners throughout the tri-state area. Chris Spencer works with people who come from all walks of life by carefully considering their unique and personal financial goals.  

Chris Spencer spent 20 years on Wall Street and has a wealth of knowledge and experience that helps him work with his clients.  He makes sure to cover all aspects of planning and helps educate his clients about their money.

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American Financial Alliance, Inc. works to provide their clients with the knowledge and power to take control of their own financial lives by creating financial plans that are unique to their specific goals. 

They work heavily in the international business markets helping business owners with their employee benefit planning. 

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Alice Lee

Alice Lee

Business Development Assistant

The Aigis Group has been providing financial services to high net worth individuals and successful businesses for over a quarter of a century.  Mark Betlow works with his clients to provide a blueprint for the future.  

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