Hugo Alves, Cfp®
About Hugo Alves, Cfp®
My mission is simple - to help others get the absolute most out of life by enabling them to spend more time doing what they love and are great at. I believe one’s life purpose and passion need to be at the center of their financial plan. The result is a plan based on your vision, not simply your balance sheet. This starts with helping you become clear in your objectives by identifying and prioritizing what matters most and understanding what’s possible. My disciplined approach integrates: • Cash flow analysis • Investment management • Risk management • Tax minimization • Distribution strategies • Legacy planning We bring accountability in an ongoing, collaborative process. Together, we will evolve your plan as your life evolves, while also monitoring economic trends and legislative developments. Underlying everything my team and I do is a commitment to acting as a fiduciary by putting your interests first and providing the highest level of service to make your experience with us easy and enjoyable. About Hugo Hugo and his team have been serving clients in a financial planning capacity since 2009. Prior to that he spent 8 years in the hedge fund industry, working with institutional clients, fund companies, and endowments. As he began his own wealth journey, he found the financial planning process both valuable and empowering. This was the catalyst for a shift in focus to providing comprehensive wealth management to individuals and their families. Hugo earned the CERTIFIED FINANCIAL PLANNER™ professional designation, the recognized standard of excellence for competent and ethical personal financial planning. He has a degree in economics from the University of Connecticut. Hugo and his wife Maria live in New Canaan, Connecticut with their three daughters. When not working hard for his clients, he loves food, wine, theater, music, culture, and travel.