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 a comprehensive review of your personal situation, please consult with your legal advisor. Neither Cetera Financial Specialists LLC nor any of its registered representatives may provide legal advice.

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