Re-Think Strategic Wealth
At Lordship Financial Group, we empower clients and bring confidence for your financial goals – from building wealth to preserving it for future generations, or everything that comes in between. Our approach as a boutique private wealth firm rooted in Southern Fairfield County blends time-tested financial principles, with forward-thinking strategies, designed specifically for today’s dynamic world.
We’re proud to serve our community and the entire metro area with the same values that define us, providing a level of care and sophistication that reflect our tradition and our clients’ ambitions.
Your Goals. Your Legacy. LFG.
We focus on understanding what matters most to you – your family, your future, and the legacy you dream to build. With a clear understanding, we craft a plan that reflects your goals and your values, and we deliver with the care and attention you deserve.
Our Story
Lordship Financial Group was founded by Ken Sorrentino, a (largely) lifelong resident of Lordship in Stratford, CT. The firm’s name reflects both a sense of place and purpose – rooted in the values of success, community, and legacy.
Ken established Lordship Financial to bring a higher level of care and strategy to wealth management – combining timeless principles of “Old Money” wealth with the intrepitude, innovation, and dynacism of “New Money” thinking.
Today, Lordship Financial Group serves clients down the Gold Coast and throughout the corridor with personalized strategies designed to help them grow, preserve, and transfer wealth to future generations with unrivaled confidence.
Frequently Asked Questions
Here’s what you should expect when you get started working with us.
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What makes Lordship Financial different?
We focus on your legacy, beyond “traditional” financial planning. Your long-term, big-picture success is our core objective. We combine traditional financial standards with modern tools and resources, to focus on achieving the outcomes you’re looking for. Our most valuable distinction is in our approach to wealth. Every recommendation is personalized for you, centered around your unique goals, values, and long-term vision. Our work is bespoke and unique.
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Who do you typically work with?
We work with individuals, families, and small business owners who are focused on building, protecting, and preserving wealth. Many of our clients are planning for retirement, managing family wealth, or preparing for a business transition. Lordship Financial Group will always be inclusive to all.
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What should I expect in our first meeting?
Our initial conversation is a straightforward opportunity to connect and understand your needs—no paperwork, no pressure, and no obligation. We'll discuss your financial goals and aspirations, your current big picture, and what values matter to you. From this, we’ll outline how we proceed. We strive to deliver service that is unrivaled.
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What kind of planning do you provide?
Comprehensive wealth planning, beyond “traditional” financial planning. We think about wealth differently. Our services are strategically designed around key areas: active investment management, bespoke asset allocation and portfolio design, decision-making facing consequential uncertainty, tax strategies for estate and trust planning, and “dream retirement” planning. As complex as your situation may be, we’re ready to get to working with you.
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Why the name “Lordship”?
Our name comes from the Lordship neighborhood in Stratford, Connecticut – a community that represents trust, success, and values that are worth keeping. It’s where our firm was founded and it’s the catalyst to our commitment.
Lordship was originally known as Great Neck. During the town's settlement, a man named Richard Mills built a farmhouse near what is now Second Avenue. The first documentation that references "Mill's Lordship" and the "Lordship Meadow" precedes almost four centuries of New Englanders choosing this cold, windy, swampy, salty marshland to call home.
