Top 20 Wealth Management Companies in Connecticut

Unified Wealth Management

unifiedwealth.net

unified-wealth-management

🇺🇸 180 Post Road E,ast Suite 200

Unified Wealth Management specializes in investment management and comprehensive financial planning, offering innovative strategies for wealth accumulation and preservation, retirement planning, and tax management. Their unique approach, highlighted by the "True Bearing Roadmap," emphasizes tailored financial advice to meet diverse client needs.

MJP Wealth Advisors

mjpwealthadvisors.com

mjp-wealth-advisors

🇺🇸 320 Post Rd W Suite 210

MJP Wealth Advisors specializes in comprehensive wealth management and investment solutions, acting as fiduciaries to ensure clients' best interests are prioritized. They offer customized financial plans that incorporate traditional, bespoke, and alternative investment strategies to protect and grow wealth for individuals, families, and businesses.

Principle Wealth

principlewealthpartners.com

principle-wealth-partners

🇺🇸 670 Boston Post Rd Madison, Connecticut 06443, US

An independent registered investment advisory firm in the financial services industry, specializing in custom-tailored wealth management and comprehensive financial planning. Leveraging over 70 years of experience and a behavioral finance philosophy, it offers a holistic and unbiased approach to investment management, retirement planning, tax management, and estate planning.

Calderon Fortney Financial Group

calderonfortney.com

calderon-fortney-financial-group

🇺🇸 1 Enterprise Dr. Ste 105

Specializing in financial services, Calderon Fortney Financial Group offers personalized financial advice and planning for individuals and small businesses, focusing on investment management, estate planning, and retirement strategies to help clients achieve their financial goals. Their innovative approach includes creating and monitoring tailored financial plans to ensure informed decision-making.

Financial Vision LLC

efinancialvision.com

financial-vision-llc

🇺🇸 323 Pitkin Street Suite 1202

Specializing in comprehensive wealth management, this firm offers personalized financial planning, disciplined investment strategies, and proactive service to help clients achieve their financial goals. Its unique approach emphasizes ongoing communication and collaboration with external advisors to create a seamless financial strategy tailored to individual needs.

Essex Financial Services, Inc

essex.financial

essex-financial-services-inc

🇺🇸 176 Westbrook Road Essex, CT 06426, US

Essex Financial Services specializes in personalized wealth management and financial planning, offering a comprehensive range of services including investment management, tax and estate planning, and retirement solutions. The firm distinguishes itself through its client-centric approach and ability to tailor financial strategies to meet the unique needs of high net-worth individuals, families, and various organizations.

PROA Wealth Management

proawealth.com

proa-wealth-management

🇺🇸 41 Whitney Street Westport, CT 06880, US

PROA Wealth Management specializes in personalized financial services, offering customized investment planning and portfolio management through a proactive approach that emphasizes risk limitation and growth opportunities. Utilizing open architecture platforms, it provides a diverse range of investment options, including mutual funds, retirement plans, and alternative investments, to help clients achieve financial freedom.

Apricity

apricity-advisors.com

apricity-advisors

🇺🇸 Mystic, CT, US

Apricity specializes in financial services tailored for high-income professionals, particularly plastic surgeons and entrepreneurs, offering expertise in investment advisory, risk management, and strategic consulting. Their innovative approach combines diverse financial expertise to simplify complex financial challenges, ensuring clarity and transparency for their clients.

Milestone Asset Management Group

milestoneamg.com

milestone-asset-management-group

🇺🇸 302 W. Main St. Ste. 206A

Milestone Asset Management Group specializes in fee-only wealth management and financial planning services, targeting individuals nearing retirement with significant investable assets. Their innovative approach includes 401(k) fiduciary services and hourly financial planning, ensuring tailored strategies to help clients achieve their financial milestones.

Matson Financial Advisors, Inc

matsonfinancialadvisors.com

matson-financial-advisors-inc

🇺🇸 4 Mountainview Terr Suite 104

Matson Financial Advisors, Inc. specializes in providing tailored financial planning and wealth management services, emphasizing independent advice and a commitment to the Fiduciary Standard of Care. The firm focuses on individual and corporate clients, offering personalized strategies in areas such as retirement planning, estate planning, and tax planning to enhance financial security.

Wealth for Docs

wealthfordocs.com

wealth-for-docs

🇺🇸 19 Thistle Hollow Avon, CT 06001, US

A financial services firm specializing in wealth management for medical professionals, offering tailored financial planning and investment strategies that address the unique challenges faced by doctors, including student loan management and tax optimization. The focus on customized solutions and long-term partnerships sets it apart in the industry.

Fiscal Wisdom

fiscalwisdom.com

fiscal-wisdom

🇺🇸 61 Maple Ave Canton, CT 06019 Collinsville, Connecticut 06019, US

Fiscal Wisdom specializes in independent, client-focused financial planning and management services, offering personalized strategies to help individuals achieve their financial goals. Their commitment to unbiased expertise sets them apart in the financial services industry.

Kreitler Financial

kreitlerfinancial.com

kreitler-financial-llc

🇺🇸 265 CHURCH STREET SUITE 801 NEW HAVEN, Connecticut 06510, US

Kreitler Financial specializes in comprehensive wealth management and investment management, focusing on minimizing financial uncertainties for individuals and families through personalized lifetime planning and implementation. Their independent advisory approach sets them apart in the financial services industry.

Abundant Wealth Management, LLC

abundant-wealth.com

abundant-wealth-management-llc

🇺🇸 700 Canal Street Serendipity Labs

Abundant Wealth Management specializes in holistic financial planning and investment management, focusing on aligning clients' financial strategies with their values and objectives. By offering personalized services with certified financial planners and a commitment to transparency, they aim to restore trust in the financial advisory industry while providing tailored solutions for wealth management, retirement income, and estate planning.

Northstar Wealth Partners

nstarwp.com

northstar-wealth-partners

🇺🇸 433 South Main Street Suite 322

A full-service wealth management firm specializing in investment management, financial planning, and estate planning, focused on providing personalized guidance to a diverse clientele. With a hands-on approach and a commitment to helping clients achieve their financial dreams, it emphasizes disciplined strategies for long-term success.

Riverside Financial Group, LLC

rfginvest.com

rfginvest

🇺🇸 15 Wilmot Ln Riverside, Connecticut 06878, US

Riverside Financial Group provides comprehensive financial services, including financial planning, portfolio management, and retirement planning, tailored for families and businesses that typically lack access to family-office level support. With over 80 years of combined experience, the team emphasizes personalized strategies to help clients achieve their unique financial and life goals.

Retirement Visions LLC

allset2retire.com

retirement-visions-llc

🇺🇸 433 S Main St West Hartford, Connecticut, US

Retirement Visions LLC specializes in providing traditional and comprehensive financial planning services, focusing on retirement and life planning. Their innovative approach integrates financial planning with coaching techniques to help clients align their financial decisions with their personal values and long-term goals.

RDM Financial Group at Hightower

rdmfinancial.com

rdm-financial-group

🇺🇸 10 Wright St Westport, Connecticut 06880, US

Specializing in comprehensive wealth management, this financial services firm offers customized financial planning and investment solutions tailored to individual needs. With a holistic approach that emphasizes personal well-being alongside financial independence, it is recognized as a top advisor by industry leaders like Forbes and Barron’s.

Experity Wealth

experity-wealth.com

experity-wealth

🇺🇸 1037 E Putnam Ave Riverside, Connecticut 06878, US

Experity Wealth specializes in providing investment advisory, financial planning, insurance, consulting, and educational services within the financial services industry. Its unique approach includes a focus on compliance and transparency, ensuring clients receive informed and unbiased guidance.

Guidelight Financial

guidelightfinancial.com

guidelight-financial-norwalk-ct

🇺🇸 50 Washington Street 4th Floor

Guidelight Financial specializes in providing comprehensive financial services, offering tailored wealth management and corporate retirement solutions to help individuals and businesses achieve their long-term financial goals. Their innovative approach combines financial planning strategies with a focus on instilling confidence in clients' financial futures.