Top 20 Wealth Management Companies in Connecticut

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.

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.

Holbrook Wealth Advisors

holbrookwealthadvisors.com

holbrook-wealth-advisors

🇺🇸 2777 Summer St Suite 502

Specializing in financial services, this firm offers tailored financial planning for professionals and business owners, focusing on cash and investment management, risk management, and comprehensive planning strategies. Their personalized approach ensures that clients receive unique solutions that align with their long-term goals and financial aspirations.

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.

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.

Centel Wealth Advisory

centelwealth.com

centel-wealth-advisory

🇺🇸 127 Washington Ave STE 1C

Centel Wealth Advisory is an independent financial services firm dedicated to protecting and growing clients' wealth, focusing on transforming financial assets into lasting success through personalized strategies. Its commitment to individualized service sets it apart in the wealth advisory industry.

Mercer Global Advisors

merceradvisors.com

benemark-inc-

🇺🇸 965 Post Road East Westport, CT 06880, US

Mercer Global Advisors specializes in holistic wealth management, offering comprehensive services such as customized financial planning, investment strategies, and proactive tax and estate planning. Their innovative approach aims to provide clients with financial freedom and confidence throughout their lifetime journey.

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.

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.

Tiger Wealth Management

tigerwm.com

tiger-wealth-management

🇺🇸 30 Old Kings Highway South Darien, CT 06820, US

Tiger Wealth Management specializes in providing comprehensive wealth management advisory services, focusing on transparency and independence to help clients achieve their investment, financial planning, and retirement objectives. Their innovative approach emphasizes a conflict-free environment, simplifying the financial planning process for individuals and families.

Waypoint Wealth Solutions, A private wealth advisory practice of Ameriprise Financial Services, LLC

ameripriseadvisors.com/team/waypoint-wealth-solutions

waypoint-wealth-solutions-a-private-wealth-advisory-practice-of-ameriprise-financial-services-llc

Waypoint Wealth Solutions specializes in private wealth advisory services within the financial services industry, offering personalized financial planning and investment strategies to help clients achieve their financial goals.

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.

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.

Sunstone Financial Group

sunstonefin.com

sunstonefin

🇺🇸 243 Hartford Tpke Vernon, Connecticut 06066, US

Sunstone Financial Group specializes in financial services, offering comprehensive risk management and holistic financial planning that includes retirement planning, asset preservation, and insurance solutions. Their innovative approach focuses on building meaningful partnerships with clients to prepare for life's uncertainties through tailored financial strategies.

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.

Johnson Brunetti Retirement & Investment Specialists

johnsonbrunetti.com

johnson-brunetti

🇺🇸 100 Great Meadow Road Suite 502

Johnson Brunetti specializes in retirement and investment services, focusing on providing comprehensive financial planning, asset management, and wealth protection solutions. With a commitment to integrity and client confidence, the firm offers tailored guidance to help individuals navigate their financial futures effectively.

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.

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.

The Dowling Group

thedowlinggroup.com

the-dowling-group

🇺🇸 1171 E Putnam Avenue Suite 1B

The Dowling Group specializes in providing comprehensive wealth advisory, income tax preparation, and asset management services, focusing on tailored strategies for wealth creation and preservation for individuals, families, and small businesses. As an independent registered investment advisor and certified public accounting firm, it offers a fee-only approach and integrates expertise in estate, trust, and business planning to deliver customized financial solutions.

RGB Financial

rgbfinancial.com

rgbfinancial

🇺🇸 6 Executive Dr Suite 103

RGB Financial specializes in providing comprehensive financial services, including retirement planning, investment management, and estate planning, through a personalized, team-based approach. Their independence allows for tailored solutions leveraging partnerships with leading asset-management firms and insurance providers, fostering long-term financial independence for clients.