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Diastole Wealth Management Company in Guilford, CT

Wealth Management Company Based in Guilford, CT

For visionary individuals, families, and investors ready to cultivate lasting wealth in G, Diastole Wealth Management is by your side. Serving New Haven County and beyond, we act as a guide, a partner, and a resource – experience the difference of having us in your corner.

Our Story

Diastole Wealth Management was born in the historic town of Guilford, Connecticut, in 1996.

Our founders, Elizabeth Eden and Elizabeth Cook, envisioned a firm that would mesh the timeless values of trust and personalized service with cutting-edge financial strategies. Since November 1, 1996, Elizabeth Diana Eden has been the principal and CEO, steering Diastole with a steady hand toward a future where clients feel like family.

Meet Our Team

Elizabeth D. Eden at Diastole in Guilford, CT

Elizabeth D. Eden

Partner, CEO, and Senior Financial Advisor

Elizabeth Eden is Diastole’s Chief Executive Officer and Senior Investment Adviser. An original founder of the firm, Ms. Eden began her financial career at Merrill Lynch and spent twelve years at Dean Witter as a Senior Vice President and District Manager, supervising the investment of more than $20 billion.

Ms. Eden oversees the management of Diastole’s client assets and serves on the Investment Committee. She holds an Investment Adviser license as well as a supervisory license. She was educated at Rice University, Centre College, and The Wharton School of Business.

Elizabeth E. Cook at Diastole in Guilford, CT

Elizabeth E. Cook

Chief Compliance Officer and Director of Marketing
Elizabeth Cook has a B.A. in History from Yale, a B.F.A. in Painting from the Lyme Academy College of Fine Arts, and an M.F.A. from the School of Visual Arts. She is a founding partner in Diastole and previously worked with Elizabeth Eden at Merrill Lynch and Dean Witter.

Her responsibilities include corporate communications, marketing, and investment research, and she serves on the Investment Committee. She is a licensed Investment Adviser and a Securities Supervisor. She is also a co-author of the Doubleday/Random House book Super Strategies For Puzzles and Games.

Meredith P. Eden at Diastole in Guilford, CT

Meredith P. Eden

Partner and Chief Financial Offer and Chief Operations Officer
Meredith Eden joined Diastole in 2000 and oversees the firm’s finances. During her time at the firm, she has filled various roles, including Assistant Adviser, Director of Client Service, and Operations Manager. She received her Bachelor’s degree from Trinity College.
Barbara Buzzelli at Diastole in Guilford, CT

Barbara Buzzelli

Senior Financial Advisor
Barbara Buzzelli is a licensed investment adviser who originally joined Diastole in 1999. She has worked with William Pitt Sotheby’s International Realty in Essex, Connecticut, as a residential real estate agent and served two volunteer terms as President of Care & Share of East Lyme, Inc., a non-profit organization that operates a year-round food pantry and provides financial assistance to local residents.

She graduated from Southern New Hampshire University and is a volunteer chapter adviser for Alpha Phi International Fraternity at the University of Connecticut. Barb shares the joys of grandparenthood with her husband, Randy.

Eniko Mikle at Diastole in Guilford, CT

Eniko Mikle

Senior Financial Advisor

Eniko Mikle has been in the financial services industry since 1984, first as an institutional trader on the American and New York Stock Exchanges before beginning a career servicing individual clients as a financial adviser with UBS and Merrill Lynch. Eniko thrives on building a practice that is highly focused on client relationships.

Eniko is an active member of the community and a Founding Member of the Connecticut Alliance for Business Opportunities (CABO) Chamber, having served on their Board of Directors from 2008-2011. She is an Out & Equal Advisory Board member. In addition, she is a New York City Marathon finisher and an Ironman triathlete.

Jennifer L. O'Brien at Diastole in Guilford, CT

Jennifer L. O’Brien

Senior Financial Advisor

Jennifer O’Brien was Diastole’s first employee in 1996. She has over 20 years of investment experience and worked for Citizen’s Bank and The Royal Bank of Scotland before rejoining Diastole. Her expertise is in investment analysis, asset allocation, financial planning, and client service. She is registered with the state of Connecticut and the SEC. She received her Bachelor’s degree in Accounting from Salve Regina College and now lives with her family in Branford.
Mary O’Toole at Diastole in Guilford, CT

Mary O’Toole

Senior Financial Advisor

Mary O’Toole joined Diastole in 2009 after years spent at InterOcean Wealth Management, where she co-chaired their Investment Committee. She is a chartered financial analyst with over 25 years of experience in investment management and a licensed investment adviser. Mary graduated magna cum laude.

She has a B.A. and M.B.A. from Xavier University in Cincinnati. She is a member of the CFA Institute and the Cincinnati Society of Financial Analysts.

Kimberly Whitcomb at Diastole in Guilford, CT

Christine Sorrento

Office Manager

csorrento@dwinvest.com

Christine Sorrento joined Diastole in 2024 as their new Office Manager. She is enthusiastic to be supporting the professional staff of advisors and keeping the office running as smoothly as possible. You will experience her positive attitude and client support whenever you call in to the office for any help you may need. Christine graduated with a Bachelor of Science in Business Administration and has spent a successful career in sales and marketing. After moving to Connecticut from New Jersey to be close to her granddaughters, she immensely enjoys her new chapter of life in Branford with unlimited hobbies and new friends.

Samson Staff at Diastole in Guilford, CT

Samson Staff

Financial Advisor

Samson Staff has worked at Diastole Wealth Management on and off since he was 15. He holds a bachelor’s degree in environmental science from New England College, from which he graduated Summa Cum Laude at the top of his class. He is dedicated to continuing his professional development in the financial field. He is a lifelong learner, always seeking out new knowledge and skills.

In addition to his professional accomplishments, Samson is also committed to giving back to the community. He successfully completed a year of service with AmeriCorps; he is actively involved in community outreach for affordable housing and increased benefits for teachers and educators. He is passionate about donating blood to the Red Cross and being close to the water. Helping people along the path to financial freedom is something he is proud to be able to do.

Partner with us to craft a financial strategy that’s as unique as you are.

Schedule your free comprehensive financial plan with a simple call today.
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Diastole Wealth Management, Inc. BBB accredited business profile
BBB RATING: A+
Location

Diastole Wealth Management
58 Boston St.
Guilford, CT, 06437

Hours

Mon - Thur: 9:00 AM - 4:30 PM
Fri: 9:00 AM - 4:00 PM
Sat - Sun: Closed

Contact

Phone: 203-458-5220
Fax: 203-453-5855
Email: info@dwinvest.com

Note: Diastole only transacts business in states where it is properly registered, or excluded or exempted from registration requirements.