Business Financial Advisors

Meagan DeJesus, President of Sound Generational Wealth, Branford, CT advises individual, families, and business owners

At Sound Generational Wealth, we understand the importance of creating a sound financial plan to help ensure the continuing success of your business. We specialize in providing independent financial advice for businesses of all types and sizes, including:

  • Women-owned Enterprises
  • Family Businesses
  • Manufacturers
  • Service Professionals
  • Healthcare Entities
  • Corporations
  • and others

Our business financial advising services include a full range of planning and investment advice including:

  • Executive Benefits
  • Business Continuity Planning
  • Family Businesses
  • Family Limited Partnerships
  • Life Insurance
  • Disability Insurance
  • Retirement Plans including SEP, Simple, IRA, 401k, Profit Sharing, and Pension Plans

Call us at 203-488-4488 or schedule an appointment online!

Read about Dan's personal history with one of Connecticut's premier manufacturing companies.