To New Beginnings

With decades of experience helping clients plan for successful financial futures, we have significantly grown our respective practices.  Growth often results in change and we are pleased to announce the rebranding of our firms.  We would like to introduce you to Johndrow Wealth Management and ClearGuidance Financial.  Both firms will continue to provide the same level of excellence and dedicated service you have come to know.

Please visit each company at their respective websites below.



A mother-daughter team specializing in generational wealth planning, investment management, and the creation of financial plans to help you attain your goals.



Retirement Readiness: Creating income to last your lifetime

Generational Giving: Preserving assets for future generations

Fortune 500 Employees: Aetna, United Health, The Hartford, Travelers, ESPN, Cigna, UTC, Bank of America

FG-NextGen: A program developed for new investors including new doctors, lawyers, CPAs, and other early-career professionals

Women: As an all-female team, we approach women financial planning differently



Barbara and Terran are honored to help you and your family achieve financial independence. Their team is proud of their 200 years of collective experience.



Investment Management: Fiduciaries help you achieve financial independence and invest with purpose

Retirement Paycheck:  Maximize your hard-earned savings while minimizing taxes; structuring dependable income for a lifetime

Financial Planning:  Personalized, comprehensive analysis aligning with your evolving goals

Our Clients: Professionals from many fields including Health Care and CT State Employees, working with women to close the gender investing gap, socially conscious investors

Partnerships: Leveraging our robust network of professionals, empowering us to empower you

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Our Location

2 Bridgewater Road Farmington, CT 06032


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