WEALTHSHAPE / Financial Advisor in Windsor, Connecticut

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 www.WealthShape.com

Specialties

401k Rollover Advisory And Investment Management Certified Financial Planner CFP ® Cfp®, Mba College Planning Comprehensive Financial Planning Family Financial Planning Fee Only Fee-Only Fiduciary Financial Planning Financial Planning Advice And Services Independent Investment Advisor Investment Management Investment Services IRA MBA NAPFA Member Professional Wealth Management Registered Investment Advisor Retirement Distribution Plan Retirement Income Planning Retirement Planning Rollover Of 401k Or IRA Wealth Management
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