Broker Check

Our Mission

Our Mission Statement

West Hartford Wealth Management Group, LLC is an experienced and storied business planning firm in southern New England, offering investment and financial counseling to both closely held business owners and other professional practices….as well as their key employees.

West Hartford Wealth Management Group, LLC provides a wide range of financial products and administrative services including various qualified retirement plans, investment management services and life insurance planning. These implemented benefit plans are all preceded by an experienced design review process to obviously maximize the economic results for the business owner. West Hartford Wealth Management Group, LLC's fastest growing market is the managed money division, where privately held business owners and their key executives have entrusted the firm with their investable assets and retirement plan monies for both their family’s retirement years and their future lifestyle maintenance.

One of our primary goals is to develop a long-term, trusting relationship with you.

Our Process

Our Process

We create strategies that are tailored to your needs and goals.

Our History

Our History

Years of experience have prepared us to guide you through your life transitions.

Have a Question?

Thank you!