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 CT.

Specialties

401K Consulting 401k Rollover 403B Plans Advisory And Investment Management Certified Financial Planner CFP ® Cfp®, Mba College Planning Comprehensive Financial Planning Estate Planning ETFs Family Financial Planning Fee Only Fee-Only Fiduciary Financial Planning Financial Planning Advice And Services Independent Investment Advisor Investment Consulting Investment Management Investment Policy Statements Investment Services IRA Legacy Planning MBA Middle Income Mutual Funds NAPFA Member Professional Wealth Management Registered Investment Advisor Retirement Distribution Plan Retirement Income Planning Retirement Planning Rollover Of 401k Or IRA Stocks Wealth Management