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718 Savin Avenue, West Haven, CT 06516

(203) 933-6028
CStack@savinrocktax.com
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Preserve

We work with you to preserve your assets through a strategic approach to financial planning, including tax mitigation.

Photo courtesy of Daniel R. Shine

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Grow

While different investors have different needs and goals, growing your assets and income typically plays a key role in our long-term planning.

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Protect

We Believe a primary focus of wealth management is to help you
manage and reduce risk.

Photo courtesy of Daniel R. Shine

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Our Mission

Our financial planners will work closely with you to develop a strategy that gives you financial confidence. We have your back.

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Our Services

Our firm is based on our relationship with our clients, plain and simple. We're here to work with you at every juncture in life. 

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Meet Our Team

We work with integrity and trust for you, not for Wall Street. Your success is our success and we'll work with you at every step. 

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Savin Rock Tax & Financial Services

Savin Rock Tax & Financial Services

We offer a wholistic approach to financial management.  Rather than focusing on product sales or commission-based portfolios, we focus on your goals and aspirations.  The services we offer, in conjunction with our broker/dealer, LPL Financial. Span from investment management and tax mitigation strategies to financial planning, but one thing remains the same: we are focused on you.

Charles Stack, EA, IAR

Charles Stack, EA, IAR

(203) 933-6028

Rebecca Baker

Rebecca Baker

Office Administrator

NATP Member