FAIRFIELD – Financial planner Moneco Advisors has completed its merger with Glastonbury-based Lichtenstein Financial and affiliated tax firm Lichtenstein Tax Consultants.
The two firms had completed a multi-year integration process prior to closing, aligning their practices to reduce transition risk while ensuring continuity for both clients and team. The Fairfield company now adds tax planning and preparation to its broader Moneco service offering through the rebranded Moneco Tax business (formerly Lichtenstein Tax Consultants).
“This was a highly intentional partnership built over time,” said Charlie Rocco, CEO of Moneco Advisors. “Brian developed a tax and wealth management firm defined by trust, integrity, and multigenerational client relationships. Partnering allows us to honor this legacy while providing current and future clients with continuity and broader tax, planning and investment management capabilities.”
By launching Moneco Tax, Moneco will be able to enhance their existing client experience by bringing tax professionals in-house to not only prepare client returns if needed, but most importantly enhance the tax planning experience.
“Tax is such a vital pillar of the financial planning process,” said Derrek Metz, Moneco’s Chief Wealth Officer. “By bringing tax and wealth together, under the same roof, our team can not only suggest tax planning strategies for our clients but map out what it would look like on their future return. We have greatly increased the level of tax expertise on the broader Moneco team.”
Moneco Tax will operate under the Moneco family of companies as a standalone tax compliance and consulting business. Moneco Partner and CFP. TJ Hickey will assume responsibility as principal for Moneco’s tax and wealth management practice in Glastonbury. The office location and client service teams will remain unchanged.
“The clients will continue working with the same team they know and trust, now supported by expanded resources, refined processes, and enhanced technology,” Rocco added.
