Aquilance

Aquilance is a wealth management firm in Trumbull, CT. Providing nationwide service, the firm specializes in personal bookkeeping, concierge bill payment, cash flow reporting, and multi-entity accounting for families managing complex wealth. Their expertise is centered on serving ultra-high-net-worth individuals and family offices through specialized services such as entity and partnership accounting, as well as consolidated investment performance reporting.

Founded in 1987 as My Accountant by Bill Farren and Norb Janis, the firm has a long history of addressing the complex financial administration needs of affluent families. The leadership team includes CEO John Carey, who focuses on expanding proprietary technology solutions, and President and Partner Joe Farren. Aquilance utilizes a high-touch service model where a dedicated relationship manager oversees each client's needs. Their approach is designed to complement the work of existing wealth managers, CPAs, and estate attorneys by providing the detailed reporting necessary for informed financial decisions.

Aquilance is located on Technology Dr in Trumbull.

The firm is recognized for its deep experience with ultra-high-net-worth families and its team of accredited financial professionals. They are known for a proven process that combines proprietary technology with personalized service to provide families with greater clarity and control over their financial lives.

By offering comprehensive solutions for personal financial administration, Aquilance provides much-needed peace of mind to families with complex wealth in Trumbull.