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Capital Analysts of New England, Inc.

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  • Wealth Management Services 
    • Asset Management
    • Business Succession
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    • Retirement Planning
  • About Us 
    • Our Principles
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  • Our Advisors 
    • Partners:
    • Christopher R. Connolly
    • Suzanne Conran
    • Steven H. Dubin
    • Christopher M. Duffy
    • Erik C. Hacker
    • Brian J. Hill
    • Thomas E. Hoffman
    • Merrie Leighton
    • Thomas J. McCarthy
    • Kevin A. Morse
    • Gerard T. Robinson
    • Associate Advisors:
    • Raymond Downs
    • James Shannon
    • Todd A. Bragg
  • Prospective Advisors

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Wealth Management Services

“Wealth Management Services” is a broad category which includes a number of different services that clients look to our advisors for professional guidance.  Each client’s situation is unique and therefore the services required are different.  In general terms our advisors provide comprehensive estate and business succession planning as well as investment management services.  Within each of these topics there are a number of specific areas of concentration, i.e. income planning, key employee benefits, asset protection, etc. that our advisors help their clients address. 

From a financial product standpoint our advisors are extremely well positioned to offer our clients access to a wide array of products and services through our independent relationships.  Neither Capital Analysts of New England nor our broker dealer, Lincoln Investment, offer proprietary products.  Maintaining our independence has been a core principal since our founding and our clients have come to look to our advisors for our unbiased opinions.  The following pages provide an overview of the various areas in which we believe we excel.       

Wealth Management Services

  • Asset Management
  • Business Succession
  • Estate Planning
  • Financial Modeling
  • Income Planning
  • Insurance Services
  • Retirement Planning
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Capital Analysts of New England and the firms below are independent and not affiliated.

Advisory services offered through Lincoln Investment or Capital Analysts Registered Investment Advisers. Securities offered through Lincoln Investment, Broker Dealer, Member FINRA/SIPC. www.finra.org, www.sipc.org, www.lincolninvestment.com.

This site has been prepared solely for information purposes is not intended to be a solicitation, offer or sale of securities products or investment advisory services to anyone who resides outside of the United States. Lincoln Investment and Capital Analysts are registered as investment advisers with the U.S. Securities and Exchange Commission and Lincoln Investment is registered as a broker/dealer in all 50 states. Lincoln Investment, Capital Analysts and its Financial Representatives may only transact business in a particular state if first registered and only after complying with registration requirements. Tax and legal services are not offered through, or supervised by Lincoln Investment, or Capital Analysts.

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