Austin Concascia

With family at the center of everything I do, I help you build, manage, and protect your wealth—so your loved ones inherit clarity, not chaos. As a family wealth advisor specializing in estate planning, my work goes beyond documents. I help families align their estate plan with their retirement strategy, tax decisions, and investments—so everything works together as one coordinated plan. Too often, I meet families in the middle of avoidable situations: messy estate settlements, unexpected tax bills, unclear wishes, and financial decisions made under pressure. What should be a time of support turns into confusion, conflict, and costly mistakes. I built my firm to change that. Through thoughtful estate planning, retirement planning, tax strategy, and investment management, I help families stay organized, intentional, and prepared—so when the time comes, everything is handled the way you intended. If you’re worried your family might one day have to untangle a financial mess—or you’ve seen it happen and want to do better—let’s talk. Schedule a free 30-minute consultation and start building a legacy your family will be proud of.

Richard Nichols is a financial advisor at Dewitt Capital Management LLC with 30 years of industry experience. He holds a Series 65 designation and has been with Dewitt Capital Management since 1995. Dewitt Capital Management provides personalized financial planning and investment management services to individuals, trusts, and estates. The firm operates on a fee-only basis, managing accounts on a discretionary basis using a variety of investment strategies and emphasizes comprehensive reviews of clients’ broader financial affairs.

John Stalega is the principal of JGS Wealth Management, LLC in Colchester, CT, holding the PFS™ designation and Series 65 license with 15 years of industry experience. He has operated his CPA and financial planning practice since 2005, providing tax preparation and accounting services to individuals and small businesses. His accounting practice occasionally offers investment advice as an incidental service. JGS Wealth Management provides ongoing portfolio advisory and comprehensive financial planning for individual clients, emphasizing Modern Portfolio Theory and passive investment strategies. The firm uses broadly diversified equity and fixed-income allocations, often employing third-party portfolio managers for portfolio construction and oversight.

Lawrence Kaplan is a financial advisor at Summit Investment Management, LLC with 36 years of industry experience. He holds a Series 63 designation and has been with Summit since 2009. Kaplan is also a licensed insurance agent in Lyme, CT, selling insurance products alongside his advisory work. Summit Investment Management provides individualized investment advisory and consulting services to individuals, including high net-worth clients, using tailored portfolios that may include stocks, bonds, mutual funds, ETFs, and private securities. The firm’s investment approach is based on fundamental analysis and asset-allocation principles, offering ongoing asset management, financial planning, and consulting engagements.

William Duvall is a financial advisor at Sightline Wealth Advisors, LLC with seven years of industry experience. He holds Series 63 and Series 65 designations and has been with Sightline since 2015. Sightline Wealth Advisors provides financial planning and investment advisory services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a long-term investment approach that combines passive and active management, strategic asset allocation, and fundamental analysis, utilizing ETFs, mutual funds, individual securities, and derivatives where appropriate.

Michael Berry is a financial advisor at Apricity Financial, LLC with 25 years of industry experience. He holds the ChFC® designation and securities licenses Series 63 and Series 66. His prior experience includes roles at Addicus Advisory, LLC, Lion Street Financial, MSF Investment Advisory LLC, and Michael Scott Financial Group, LLC. Berry is also a managing member and licensed insurance agent at Apricity Advisors, LLC. Apricity Financial is an SEC-registered investment adviser serving individuals, high-net-worth clients, businesses, and retirement plans. The firm offers discretionary investment management and comprehensive financial planning, employing fundamental analysis to build primarily long-term portfolios focused on low-cost, diversified ETFs, while maintaining flexibility to use other investment vehicles when appropriate.