Advisor at Succession Financial, Inc
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Succession Financial, Inc
Location
Quaker Hill, CT
Credentials
Series 65
Industry experience
1 year
Cassidy Susi is a financial advisor at Succession Financial, Inc. with a Series 65 credential and experience at firms including WealthStar Advisors, LLC, Deloitte, and Janney Montgomery Scott. Prior to entering the financial industry, Cassidy also worked at Da Vinci Ristorante. Succession Financial provides investment management, financial planning, and retirement plan consulting to individuals, employer plan sponsors, charitable organizations, and businesses. The firm combines passive and active investment strategies guided by modern portfolio theory and client-specific asset allocation, managing approximately $210 million for around 173 clients.
Based on Succession Financial, Inc
Based on Succession Financial, Inc
Ongoing Financial Planning fees range from $2,500 to $35,000 annually, paid monthly or quarterly in advance; fees are negotiable.
$0 - $3,000,000: 1.50% $3,000,001+: Negotiable
Quaker Hill, CT
Connecticut · Texas
WealthStar Advisors, LLC
2025 - 2026 (1 year)
Succession Financial, Inc.
2024 - Present (2 years)
Succession Financial, Inc.
2024 - Present (2 years)
Deloitte
2023 - 2024 (1 year)
Da Vinci Ristorante
2022 - 2023 (1 year)
Deloitte
2022 - 2022 (1 year)
Janney Montgomery scott
2021 - 2022 (1 year)
student
2014 - 2021 (7 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®
Waterford, CT
In the Money Retirement Planning Limited Liability Company
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.
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