Colin M. Dugan, CFP<sup><span>®</span></sup>
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203.318.8892

At a glance

  • 17 years of wealth management experience
  • Forbes Best-In-State Wealth Advisor: 2023, 2024
  • Lumibility Vice President, Board of Directors
  • Habitat for Humanity Volunteer
  • CFP®, CERTIFIED FINANCIAL PLANNER™

Colin M. Dugan, CFP®

Senior Wealth Advisor

How do I help clients live better?

I work with a diverse client base to implement detailed financial plans that match each client’s needs and season of life. For some, it’s navigating the peak earning years and maximizing retirement savings in a tax-efficient manner. For others, it’s creating a personalized retirement income strategy to ensure a long and successful retirement. For others still, it’s implementing a multi-generational wealth transfer strategy designed to mitigate taxes and preserve your family’s financial legacy. No matter your planning need or the complexity of your situation, I will tailor a strategy for you.

Outside of work…

Outside of work, I serve as Vice President on the Board of Directors for Lumibility, a local non-profit organization dedicated to transforming the lives of individuals with differing abilities. On a more personal note, I live in Guilford, CT, with my wife, Liz, and three kids: Jack, Isla & Catharine. In addition to enjoying quality time with my family, I’m also passionate about playing various sports, exercising, and home renovation projects.

Favorite quote

Far and away the best prize that life offers is the chance to work hard at work worth doing."
-Theodore Roosevelt

At a glance

  • 17 years of wealth management experience
  • Forbes Best-In-State Wealth Advisor: 2023, 2024
  • Lumibility Vice President, Board of Directors
  • Habitat for Humanity Volunteer
  • CFP®, CERTIFIED FINANCIAL PLANNER™

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