WEALTHSHAPE, LLC

Visit Website

WEALTHSHAPE, LLC

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.

Wealth Management We develop customized financial plans according to your unique situation, implement recommendations, and provide ongoing advice and portfolio management to help you reach your goals. Financial planning shouldn’t be static. It should be vibrant and ongoing. We provide access to all your investments, goals and progress in one easy to understand, secure location. WealthShape doesn't recommend solutions that are simply suitable. Instead, we only recommend investments that are in your best interest.

Evidence Based Investing Our dedication is to the real world application of over 60 years of academic and Nobel Prize winning research. WealthShape builds sophisticated portfolios by carefully combining multiple investment providers including Dimensional Fund Advisors (DFA), Applied Quantitative Research (AQR), Vanguard and more to access the diversification and factors we seek, while prudently managing costs and taxes.

We created a more efficient process for meeting with and servicing clients. It begins with a simple conversation. We ask questions, discuss ideas and see if our services can help you meet your long-term goals. To get started choose one of the following options:

Schedule an Introductory Call

Schedule a Consultation at one of our convenient office locations

Advisors at this Office

WEALTHSHAPE, LLC

Visit Website

This Office

360 Bloomfield Ave Ste 301 Windsor, CT 06095-2700 Phone: (860) 837-0303

Primary Office

360 Bloomfield Ave Ste 301 Windsor, CT 06095-2700 Phone: (860) 837-0303

Other Offices

15 N Main St Ste 100 West Hartford, CT 06107-1957 Phone: (860) 837-0303
4 Research Dr Ste 402 Shelton, CT 06484-6242 Phone: (860) 837-0303
175 Capital Blvd Floor 4 Rocky Hill, CT 06067-3914 Phone: (860) 837-0303