Upcoming Events

Annual Client Dinner

July 16, 2021
Anthony’s Ocean View
450 Lighthouse Road
New Haven, CT 06512

Details to Follow

View our events page

Upcoming Events

Annual Client Dinner

July 16, 2021
Anthony’s Ocean View
450 Lighthouse Road
New Haven, CT 06512

Details to Follow

View our events page

Video: Evolve or Die

Operations Manager Catherine Coburn and Advisor/CEO Charles Wareham discuss changes we’ve made to better serve our clients.

Click to View

Annual Client Dinner 2019

Anthony’s Ocean View | 450 Lighthouse Rd. New Haven CT

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Vaylark Financial Services

As full-service financial advisors we can assist you with:

Comprehensive Financial Planning

Soup to nuts consulting and planning services to build and deliver the tools you need.

A la Carte Financial Planning

Shorter conversations and tighter tools to provide a snapshot of a particular issue or topic.

Separately Managed Accounts

Access to best in class professional portfolio management through our institutional investment partners.

Estate and Tax Planning Services

Quarterbacking your case with our estate planning and tax partners in an effort to keep more of what you have.

College planning

Developing reality based strategies for funding college costs across the spectrum of many children over multiple years of education.

Retirement planning

Developing, implementing and monitoring retirement strategies using state of the art software tools and decades of experience.

Investment management

Utilize our unique investment philosophy, coupled with state of the art research.

Cash flow planning

For college planning, retirement, or business management.

Vaylark Financial Services use more than 25 years of experience to help you make college realistically happen, and create a retirement of dignity and respect for yourselves.

Click Here to Learn More
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Our Company

We specialize in the college funding to retirement transition.

And it truly is a transition. It starts with a realization that college may be your life’s biggest expense, but you’d also like to put the finishing touches on your retirement plans.

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