Procyon is dedicated to helping affluent families and institutions navigate the most effective path for fulfilling their financial dreams and goals.

Consulting

Procyon Partners

Procyon Partners' headquarters in Shelton, CT, United States

The Wealth Advisory Team at Procyon Partners guides affluent families and institutions in developing and executing personalized financial strategies to achieve their long-term aspirations. Comprised of experienced private wealth advisors and senior portfolio managers, the team offers comprehensive financial planning, investment management, and retirement consulting services.

Wealth Advisory Team

The Leadership Team at Procyon Partners drives the strategic vision and operational excellence of the firm, focusing on delivering tailored financial solutions for affluent families and institutions. Comprising co-founders and senior executives with deep expertise in retirement planning and employee benefits, the team collaborates to enhance client relationships and ensure the successful execution of the firm's mission to fulfill financial dreams and goals.

Leadership Team

The Client Services Team at Procyon Partners provides personalized support to affluent families and institutions, ensuring seamless communication and execution of their financial strategies. They manage client inquiries, administer account services, and assist in implementing tailored financial plans to help clients achieve their financial objectives.

Client Services Team

The Financial and Investment Team at Procyon Partners is responsible for creating tailored financial plans, managing investment portfolios, and providing strategic advice to affluent families and institutions. They analyze market trends, execute trades, and build strong client relationships to ensure financial goals are met efficiently and effectively.

Financial and Investment Team

The Analysts Team at Procyon Partners focuses on providing in-depth financial analysis and reporting to support affluent families and institutions in achieving their financial goals. They generate detailed reports, analyze financial trends, and offer data-driven insights to guide investment strategies and decision-making processes.

Analysts Team

The Customer Relations team at Procyon Partners focuses on fostering strong relationships with affluent families and institutions by ensuring exceptional service and personalized financial guidance. The team consists of Account Executives managing client portfolios, Receptionists providing first-point-of-contact support, Consultants offering strategic financial advice, and Senior Education Consultants educating clients on financial strategies and solutions.

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Other teams

Leadership Team

Client Services Team

Financial and Investment Team

Analysts Team

Customer Relations