Our Services

The West Hartford Wealth Management Group, LLC focuses on creating and developing quality relationships with our clients by providing coordinated financial solutions designed to help them reach their personal and business goals.

BUSINESS PLANNING SERVICES

• Business Succession and Exit Strategies
• Captive Insurance Company Formations
• ESOP Repurchase Studies and Funding
• Key Person Insurance
• Business Continuation Strategies

RETIREMENT PLANNING

• 401 (k) Plans
• Pension/Profit Sharing
• ESOP
• IRAs 
• Non-Qualified Supplemental Executive Retirement Plans, (SERP)

ESTATE PLANNING STRATEGIES

• Estate Conservation
• Charitable Giving
• Estate Planning

INVESTMENT SERVICES

• Investment Strategies
• Risk Tolerance Evaluation
• Brokerage Services
• IRA Options
• Asset Allocation Strategies
• Pension Payout Alternatives
• Education Funding - 529's
• ROTH Conversions

PERSONAL FINANCIAL SERVICES

• Financial Strategies
• Income Replacement – Disability Income Insurance
• Life Insurance
• Long- Term Care Insurance
• Retirement Insurance Planning

OTHER PRODUCTS and SERVICES

• Mutual Funds
• Managed Investment Accounts
• Variable Annuities
• Single Premium Annuities
• Limited Partnerships
• Municipal Bonds
• Portfolio Risk Management
• Alternative Investments