About
Tom is a certified public accountant and financial advisor with over 40 years of experience in the fields of accounting, tax planning and wealth management. As a trusted financial advisor with Wealth Enhancement, Tom is dedicated to helping individuals, families and businesses achieve their financial goals through comprehensive financial planning and strategic wealth management, with a particular emphasis on tax, estate planning, trust and charitable giving matters. Over the years, Tom developed a passion for personal financial planning and wealth management and now enjoys using his diverse skillset to model scenarios for clients to help them plan their financial futures.
Tom is an active member of his community, participating in the Farmington Chapter of UNICO National and the West Hartford Exchange Club, and serving as treasurer of several other organizations.
Education
- BS - Accounting, University of Connecticut
Resources from Tom Filomeno
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