Financial Advisors in West Haven, Connecticut (New Haven County)

Martha Kapouch, BA, MBA
We opened and continue to operate our firm (founded in October 1996)out of our home. We believe that sharing our home setting is a natural way to establish to trust relationship that is critical to the relationship between a financial planner and the client.... See More

We provide Fee Only wealth management services which includes Retirement Planning, Budget and Forecasting, Estate Planning, Tax Planning and portfolio construction models.

Specializing in Retirement Scenarios which include 401k, 403b, IRA Rollovers, Stock options and pension distributions.... See More

It’s rare to find a team like ours. Our experienced professionals have been assembled to offer you the depth of resources, expertise and commitment needed to actively manage and preserve your wealth. We take into account your comfort with risk as well as the values you live by, and use those factors to guide the financial plans we implement. In our experience, the best way to develop a financial plan is by getting to know you, your lifestyle, your values and your goals, so that your financial plan is just that – uniquely yours.

We dedicate our extensive industry knowledge to implementing thoughtful financial planning, developing strategies to see you through life’s most important milestones; new job, new family, new home, retirement, suddenly single, etc. We are prudent in managing your assets and carefully selecting investments that match your needs and risk tolerance. Our business is serving you and managing your finances in a way that makes you feel confident about your financial future.

We pay attention to the details and design financial plans tailored to each individual client. And we choose to overlook most passing trends in favor of those we feel could give you the best chance of reaching your financial and personal milestones. We believe prudently managed wealth serves as a means to get you where you want to go, and we’re committed to delivering our best advice to help you get there.... See More

John Shanley, CFP
Pinnacle Investment Management Inc. provides wealth management services to help families and individuals build and preserve their financial resources. These services may include: Managing globally diversified investment portfolios consisting of no-load mutual funds, ETFs, and/or individual securities. Developing and reviewing financial strategies and plans for retirement. This includes developing and assessing a saving, spending and investment strategy to achieve a financially comfortable retirement. Recommending strategies for preserving wealth for future generations. This includes reviewing and recommending strategies to transfer estates to heirs in ways that minimize taxes and/or keep investments tax deferred.
We are wholly independent, and strive to avoid any conflicts of interest. We do not receive commissions, nor do we have any incentive to utilize a particular investment or recommend a particular attorney or accounting firm. Our priority is to see that our clients achieve their financial goals.
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Laura Sundquist, CFP, CPA
Sage Financial Design is a financial planning and investment advisory firm that provides fee-only services. This firm serves individuals, trusts, estates and corporations.Services offered include assistance with college funding, trust services, retirement planning, financial planning, investment management, estate and tax planning and preparation, personal injury settlement analysis, succession planning, business consulting and philanthropic planning and planned giving.Most clients are on an annual retainer, but the firm also offers consultations on an hourly basis.... See More

WealthShape is a Connecticut based independent investment advisory firm built on innovation, fiduciary responsibility and the real world application of research. We combine modernized financial planning from CFP® professionals with scientific portfolios designed to reward investors based on factors that historically drive return. Offices in West Hartford, Windsor, Rocky Hill, and Shelton CT.... See More

Lansdowne Wealth Management, LLC is an independent, fee-only, fiduciary financial planner in Mystic, Connecticut that offers financial strategies backed by education, knowledge, and experience. Our clients depend on us to provide personalized, thoughtful service and investment advice. As a fee-only registered investment advisor (RIA), we present you with objective, independent guidance for achieving your financial goals.

We have particular expertise in dealing with retirement planning, 401K and IRA rollovers, social security planning, and investment management. Many of our clients work, or have retired from, General Dynamics, Pfizer, and L&M Hospital.

In addition, as a Certified Divorce Financial Analyst, we have a focus on women that are going through divorce or have been widowed.

Robert Henderson, CFP®, is a CERTIFIED FINANCIAL PLANNER™ professional.

Please see our personal finance blog at https://LWMwealth.com/blog .

Robert Henderson, CFP®
Lansdowne Wealth Management, LLC
34 Water Street
Mystic, CT 06355


https://LWMwealth.com... See More