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185 Center Street, Suite B, Wallingford, CT 06492

203-215-9631
rob.cassella@prudential.com
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Wealth Built With Purpose. Guided with Precision.

INVESTMENT FOCUSED, FIDUCIARY, FEE- BASED FINANCIAL ADVISOR

CERTIFIED FINANCIAL PLANNER™ Professional

WMCP® - Wealth Management Certified Professional®

LUTCF®- Life Underwriter Training Council Fellow

WALLINGFORD, CT

Our Solutions
Planning for When Life Gets Financially Complicated

Discuss a Financial Plan with Rob

Portfolio Management

We'll help you build a portfolio that matches your goals and comfort level — and we'll keep an eye on it so you're not thinking about every headline.

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Retirement Planning

Your version of retirement is yours. Let's figure out what that looks like and build a realistic strategy to help you get there.

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Trust Fund Management

Trust fund management is the ongoing administration and oversight of assets held in a trust to ensure they are managed according to the trust's terms and the grantor's wishes. It includes investment management, distributions to beneficiaries, tax coordination, recordkeeping, and fiduciary oversight designed with a goal to preserve and grow wealth while meeting the trust's objectives. Professional trust fund management helps provide continuity, seek to protect assets, and ensure the trust is administered efficiently for current and future generations.

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Estate Strategy

Wills and Trusts. Leaving a a legacy that matters to you.  We'll work with you and your legal team to make sure your wishes are clearly mapped out.

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Life Insurance

Term vs Permanent Coverage.  Life insurance doesn't have to be complicated. We'll help you figure out what type and how much makes sense for where you are right now.

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HNW Client Guidance

More wealth usually means more moving parts. We help high-net-worth clients cut through the complexity and focus on what really matters.

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Our Process
Here's What It's Like to Work Together

No complicated onboarding or long sales pitches. Just a simple, three-step process that starts with a real conversation.

Step 1
Let's Sit Down and Talk

We'll have an honest conversation about your financial life — where you are, where you want to be, and what's on your mind.

Step 2
Step 2: Let's Build a Plan That Fits

Our team will put together a strategy based on your actual life and goals — not a template pulled off a shelf.

Step 3
Step 3: Let's Stay in Touch

Life changes, and your plan should too. We'll check in regularly and make adjustments to keep things on track.

Our ResourcesRecent Highlights

Our Resources
Recent Highlights

We share articles and insights to help you think about money and life in new ways. Take a look at what's been on our minds lately.

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TIPS for Inflation

TIPS for Inflation

If you are concerned about inflation and expect short-term interest rates to increase, TIPS could be worth considering.
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How Often Should You Update Your Estate Strategy?

How Often Should You Update Your Estate Strategy?

Review your legacy approach regularly, particularly following significant life events or legislative updates.
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