Robert Roy (CFP®, ChFC®)

Robert Roy focuses in the
following client markets or areas of practice:

  • College/Education Planning
  • Estate & Generational Planning Issues
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

We focus on the needs of high net-worth ($1M+) and/or high income ($250k+) individuals and their families. Through the utilization of a highly personalized attentive process, we work to address all aspects of our client's finanancial positions in an effort to obtain maximum efficiency with the wealth they've worked to accumulate. 

Additional Information

Life moves fast. Sometimes so fast it’s hard to keep up. Especially when it comes to saving, investing and protecting wealth. All the challenges, the choices, the change swirling around you. It’s easy to feel like you’re falling behind or missing out. So you wonder. You worry. You lose sleep. While some advisors remain stuck in old ways, Somnio is constantly in motion. Relentlessly learning. Moving at the speed of the financial world and at the pace of your life. So you know someone’s always thinking about you. Someone’s always on it. Helping you feel confident, optimistic about your future. Helping you sleep at night. Perchance, to dream.

NAPFA Start Date

July 01, 2016

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This Office

140 Glastonbury Blvd Ste 23 Glastonbury, CT 06033-4459 Phone: (860) 430-5503