100 Northfield Drive, Suite 200
Windsor, CT 06095
ph: 860-298-1800
fax: 860-298-1812
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Milford, Connecticut Office

5 Center Street
Milford, CT


Brian Noe, ChFC®, CLU®, AIF®

Private Wealth Advisor



Email Address




Years ago, I had a decision to make – family or career? I decided to keep my family together, raise my children, and put my career advancement on hold. I didn’t have any other choice (so I thought at the time).

It took me several years to get over the regret of not fulfilling my career goals when a friend of mine stated over drinks one evening after a youth soccer practice (I was the coach) – “I really envy you.” I was stunned. This guy was in the C-Suite, attending Super Bowls and World Series, and financially successful. I could have been there but decided to take a different path. “Why do you envy me?” I asked. He continued “You’re always smiling, involved in the community, coaching baseball and soccer, people respect you, and your kids are doing great.”

Epiphany – true wealth is the entire wellbeing of my family and the people I care about, now and in the future, not just a future retirement number and legacy. Yet, did I have to sacrifice one for the other?

Decisions tend to be based on limited options that we eliminate until we select the last option standing. Would discovering new options allow you to make a choice from unlimited options that enriches your family and avoids regrets?

A few years back, at an alumni hall of fame dinner, a dear friend going back to high school and college looked at me and said, “Imagine what we could have done if we had any positive guidance whatsoever?”

It is my mission to bring that guidance to you and yours, sharing my experience in business, government, academia, volunteering, and life, including …

  • Graduate degree in Economics
  • Central Connecticut State University, University of Hartford teaching economics
  • Certified Fiduciary
  • Lockheed Missiles & Space, Pratt & Whitney Aircraft, Kaman Aerospace
  • Family business executive
  • Private consulting for business and government, Council of Small Towns
  • Volunteer as a youth coach, firefighter, and serving in local office
  • Taught Economics at Central Connecticut State University and University of Hartford

… using your wealth to pass on values and responsibility to your family and others.