Steve has over 31 years of experience in the financial services industry. Prior to founding Saybrook Wealth Group Inc. in 2007 he was an account vice president with UBS Financial Services. Before serving clients at UBS, Steve served as an investment representative with Edward Jones where he trained new investment representatives. In addition to employment with brokerage firms Steve worked as an investment and planning professional for a life insurance company and a bank trust department.

Steve is a graduate of Ithaca College where he received a Bachelor of Science degree in communications management. Through his work with Brokerage firms Steve held the series 6, 7, 24, 63 and 66 securities licenses and continues to hold life and health insurance licenses. He is an Accredited Investment Fiduciary, a Retirement Income Certified Professional and a Chartered Special Needs Consultant.

Stephen Norton’s focus is providing individualized solutions for families and businesses. “We focus on each of our clients’ specific needs, not a one-approach-fits-all premise. Clients seem to find this a refreshing change to the financial industry’s normal boiler plate product offerings”. Steve has clients throughout the United States.

Firm Description

Online Special Needs Planning with Personalized Care and Attention

We provide financial planning and supporting resources for special needs families to help create a confident, thriving future for everyone.

Wealth Management and Financial Planning Services provide through our parent company  Saybrook Wealth Group, Inc.  Investment advisory services offered through Saybrook Wealth Group, Inc. 

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