Precision in planning.
Confidence by design.
A disciplined, quantitative investment process with a clear focus on capital preservation and long-term growth.
WEALTH MANAGEMENT | ESTATE PLANNING | INVESTMENTS | RETIREMENT PLANNING
THAMES BRIDGE FINANCIAL | 22 LAMPHERE ROAD | WATERFORD, CONNECTICUT 06385 | 860.908.6306
Investment Advisory Services offered through Virtue Capital Management LLC (VCM), an SEC Registered Investment Advisor. THAMES BRIDGE FINANCIAL and VCM are independent of one another. No part of this communication should be construed as an offer to sell any security or provide investment advice or recommendation. Insurance and annuity products are not sold through VCM and VCM does not endorse any annuity or insurance product nor does it guarantee any annuity or insurance product’s performance.
LUNA WEALTH MANAGEMENT
7887 E. BELLEVIEW AVE, SUITE 1100
GREENWOOD VILLAGE, CO 80111
303.525.4434
Our mission is simple.
Three steps, one result.
Protect your wealth.
We use modern, time tested strategies to help protect your wealth. There is no guesswork, only the best results.
Grow your wealth.
We help grow your wealth by incorporating smart techniques and defined discipline thru volatile markets.
Provide an edge.
We strive to provide a fortress like edge around your finances so withstand the uncertainty of the investment landscape.
With great power comes great responsibility, and at Thames River Financial we understand that our clients have asked us to give them direction and help them navigate their financial futures and we must never forget the great responsibility that comes with that power. The investment world is a complex place and our mission is to help you navigate through it by providing a comprehensive asset and risk management plan that explores every angle of your personal financial landscape. Together we will develop a total financial management approach to your investment and retirement needs.
As an independent financial planning firm, we solely represent the needs and interests of our clients rather than any specific company. Our independence and objectivity allows us to provide our clients with unbiased strategic recommendations.
Please call if you would like more information about how you can have the retirement you have always dreamed of. The only cost or obligation to you is a little bit of your time. We thank you.
www.thamesbridge.com | 860.908.6308
Meet our founder, Andrew G. Cavasino
At Thames Bridge, we don't just recommend annuities—we engineer them. We combine institutional portfolio management principles, technical market analysis, and in-depth contract research to build annuity strategies tailored to each client's goals. By actively selecting the right carriers, indexes, crediting methods, and riders, we structure annuities to maximize growth potential, guaranteed income, and long-term protection while carefully managing risk.
Andrew is a Series 65 Investment Adviser Representative and a member of the National Association of Certified Financial Fiduciaries. Drawing on years of experience designing investment portfolios and analyzing markets, he applies the same disciplined, data-driven process to annuities. His background includes financial oversight for the U.S. Department of Defense, leading internal audit oversight supporting General Dynamics programs, and serving as Director of Accounting & Estimating for the multi-billion-dollar global defense company Fincantieri. That analytical experience allows him to evaluate annuities beyond the illustration, helping clients identify the products and strategies that deliver the greatest contractual value.
www.thamesbridge.com | 860.908.6308
We can assist you in every aspect of your financial life.
The 818 Group was founded with the goal of assisting clients in every aspect of their financial life. Our trusted partnership allows us to successfully navigate each client through life's most important journeys, thus earning us a solid reputation in our industry. We create a customized plan for your financial stability and independence in retirement. To schedule your free financial assessment and consultation, contact us today.
Insurance Products
Insurance products have adapted greatly to offer a wider range of uses within a retirement plan. With your goals in mind, insurance or annuities may be just one piece to your retirement puzzle.
Education Planning
The rising cost of education shouldn’t be a threat to your financial future. Looking at your entire financial picture, including the cost of your children’s education, allows us the ability to adequate plan and fund for the future of your children—including college.
Financial Planning
An effective financial plan is just that—a plan. It forces you to make a goal, it includes different needs that you will have along the way, and it accounts for each and every liquid asset and investment that you have. Making your money work the best for your or helping you to fill in the gaps that you may have is our responsibility.
Retirement Goals
Everyone has goals for retirement. Maybe your goal is strictly to enjoy your retirement on a boat without fear of running out of money. Maybe your have retirement goals: you want to live retirement to its fullest, while leaving a legacy to your family or favorite charity. Retirement is esteemed as a time in life for relaxation, traveling, enjoying family, and taking on new hobbies. As a retiree, you never want to find yourself spending this time in fear that you will outlive your money.
401k Planning
What are the benefits of rolling over my 401(k) or my 403(b)? These are some of the most common investment options, but rolling them over will widen your range of investment options for diversification of your portfolio. Most employee-sponsored plans do not offer this range in investment options.
For our complete list of services, give us a call.
www.thamesbridge.com | 860.908.6308
Investment Advisory Services offered through Virtue Capital Management LLC (VCM), an SEC Registered Investment Advisor. THAMES BRIDGE FINANCIAL and VCM are independent of one another. No part of this communication should be construed as an offer to sell any security or provide investment advice or recommendation. Insurance and annuity products are not sold through VCM and VCM does not endorse any annuity or insurance product nor does it guarantee any annuity or insurance product’s performance.
Contact us here anytime or give us a call now.
Luna Wealth Management can assist you
in every aspect of your financial life.
Contact us here anytime or feel free to give us a call. We look forward to getting to know you and help you with proven methods and ideas now and into your financial future.
THAMES BRIDGE FINANCIAL | 22 LAMPHERE ROAD | WATERFORD, CONNECTICUT 06385 | 860.908.6306
Investment Advisory Services offered through Virtue Capital Management LLC (VCM), an SEC Registered Investment Advisor. THAMES BRIDGE FINANCIAL and VCM are independent of one another. No part of this communication should be construed as an offer to sell any security or provide investment advice or recommendation. Insurance and annuity products are not sold through VCM and VCM does not endorse any annuity or insurance product nor does it guarantee any annuity or insurance product’s performance.
