Broker Check

Services

The West Hartford Wealth Management Group, LLC focuses on creating and developing quality relationships with our clients by providing both qualified and non-qualified retirement plans along with custom insurance plans which are designed to help them reach their personal and business financial goals. These protection products and investment services include:

RETIREMENT PLANNING

  • 401 (k) Plans
  • Cash Balance Pensions and Profit Sharing Plans
  • ESOP’s
  • IRA’s and Rollovers
  • Non-Qualified Supplemental Executive Retirement Plans, (SERP)

INVESTMENT SERVICES

  • Custom Portfolio Management
  • Risk Evaluation, (Riskalyze)
  • Education Funding - 529's
  • ROTH Conversions

BUSINESS PLANNING SERVICES

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

PERSONAL FINANCIAL SERVICES

  • Disability Income Insurance
  • Life Insurance
  • Long Term Care Insurance

ESTATE PLANNING STRATEGIES

  • Estate Conservation
  • Charitable Giving
  • Family Legacy Plans

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

cgent@whwmg.com | (860) 521-2150