Find Top Financial Advisors in Madison, Connecticut

Patrick H. Boutilier is a Financial Advisor in the Hamden, CT office. He has earned the distinction of the title of CMFC (Charter Mutual Funds Counselor) and CRPC (Charter Retirement Planning Counselor). Patrick specializes in helping both individuals and businesses realize their goals and dreams by working closely with his clients on all wealth planning needs.

Patrick focuses his practice on:

• Analyzing existing financial planning strategies
• Wealth preservation strategies
• Retirement planning strategies for businesses and individuals
• Identifying appropriate investment strategies
• Risk management strategies

Patrick has been in the financial services profession since 2006. He enjoys working under the umbrella of an organization that shares his commitment of understanding his client's needs and a focus on comprehensive financial planning services. Patrick utilizes his experience by developing strategies which focus on helping manage assets from market volatility, customizing portfolios to the client's goals and constraints, and assisting clients with maneuvering life's changes, challenges and opportunities.

Patrick earned a Bachelor's degree from Quinnipiac University in Hamden Connecticut. He enjoys golf, skiing, and spending time with his wife Cindy and his two daughters Giuliana and Emilia.

CRPC conferred by College for Financial Planning.

Over many years in the financial services industry, weve had the honor and pleasure to assist hundreds of clients in pursuing their most important financial dreams.

Our team approach allows us to provide experienced insight into the various aspects of our clients financial and risk management situations. Contact us today to see what we do can help you.

Paul Schatz, Founder, and President of Heritage Capital has a wealth of experience investing in equities, fixed income, options, and futures. While he is best known for his equity index and precious metals models, his technical driven strategies have taken him into other asset classes as well. Paul is a recognized pioneer and expert in the exchange-traded fund (ETF) field, having employed them in his work since 1994. Additionally, he has consulted for many of today's ETF purveyors on new product development and is a highly sought after speaker in the field.

Heritage Capital, LLC is an award-winning personal investment management firm dedicated to growing your portfolio and protecting your assets as we work as a team to achieve your lifetime financial goals. With a focus on long-term planning for your comfortable retirement and your family's education needs, we provide you the peace of mind that comes from entrusting your financial future to experienced, educated, and trustworthy professionals.

At Procyon, we believe open communication, strong accountability and demonstrated value are paramount to building lasting client relationships with individuals, institutions and employers. We are our clients trusted financial partner, working to simplify the complex so they have peace of mind while pursuing their financial goals.

As your strategic partner and advisor, we work collaboratively with you to find creative and flexible investment solutions that are tailored to meet your needs. This requires us to have a deep toolkit, to be astute in our advice and committed to delivering the best outcome for all parties. You can depend on Procyon, every step of the way.

I began my career as a financial advisor in 2016, following in my father Glenn's footsteps. More recently, in 2025, I obtained my CERTIFIED FINANCIAL PLANNER (R) certification.

I grew up in the Boston area, graduated from the University of Delaware, and lived in New York City for several years. I now reside in Southport, CT with my wife and two daughters. In addition to my home office in Southport, I also have offices in Shelton, CT and White Plains, NY, where I can meet with clients by appointment.

At Clarity Wealth Advisors, our mission is to bring clarity to your financial life. We understand that the world of finance can be overwhelming. There's an abundance of information out there, and it can be challenging to decipher what's relevant to you. That's where we come in. We sift through the noise, distilling complex financial information into clear, actionable strategies tailored to your unique needs.

Integrity, communication, honesty, humility, and service are important to us and it is our goal to be your trusted partner. Our team is composed of advisors of multiple generations who are not only experienced but also family-oriented and close-knit. We leverage our knowledge and experience and aim to provide you with consistent quality service.

For more than 28 years, Scott Mastocciolo has helped individuals and families make the financial decisions that matter most. That runs from building and protecting wealth in their peak earning years to turning a lifetime of savings into steady retirement income. As Co-Founder of Westport Private Wealth, Scott brings experience from some of the industry's most established firms, including Morgan Stanley, Merrill Lynch, Wells Fargo Advisors and Ameriprise. He uses it to run an independent practice built on one idea: advice should be shaped by the client's goals, not by a firm's product shelf.

In 2026, Scott and his partner, Stuart Gollomp, launched Westport Private Wealth as an independent firm affiliated with Osaic. This gives them the freedom to tailor solutions while drawing on the resources of a national wealth management platform.

Scott works closely with successful professionals, business owners and retirees in Fairfield County and beyond. Many come to him with complex, connected questions. How should concentrated stock or business equity fit into a broader portfolio? How can they get the most from employer retirement plans and benefits? In what order should they draw down accounts, with taxes in mind? And how can they protect what they've built for the next generation? His process starts with listening. He then turns each client's priorities into a clear, written plan that brings together investment management, retirement income, risk management and estate planning, in coordination with the client's tax and legal professionals.

Scott's investment approach is disciplined and long-term: diversified portfolios matched to each client's risk tolerance and time horizon, reviewed regularly as markets and life circumstances change. He is registered to serve clients in 18 states and meets with them in person at the firm's Westport office or virtually.

Westport Private Wealth is an independent wealth management firm in Westport, Connecticut, co-founded by Scott Mastocciolo and Stuart Gollomp. The firm serves individuals, families and business owners with personalized financial planning, investment management and retirement income strategies. Its advisors draw on decades of combined experience at leading national firms. They chose an independent model so they could put clients' interests first and tailor every recommendation to each client's goals. Through its affiliation with Osaic, one of the nation's largest networks of independent advisors, the firm has institutional-grade technology, research and operational support, while keeping the personal service of a boutique practice. The firm is committed to building long-term relationships grounded in transparency, disciplined planning and service. Securities and investment advisory services are offered through Osaic Wealth, Inc., member FINRA/SIPC.

Get a free financial plan

What if you didn't need to be ultra-wealthy for personal, top-to-bottom financial guidance and investment advice? Since 1986, we've helped millions of people get the ball rolling on their financial plans — with straightforward guidance built around their story and where they're headed next. Today, we're proud to be one of America's top independent investment advisory firms as ranked by Barron's (awarded September 2025, based on prior 12-month data through June 30), with nearly 1.25 million clients and more than $314 billion assets under management (as of March 31, 2026) — and prouder still of the trust clients place in us.

The Barron's Top 100 RIA Firms list, an annual ranking of independent advisory firms, is based on qualitative and quantitative criteria. Firms elect to participate but do not pay to be included in the ranking.