Stone Arch Wealth Advisors, LLC

Stone Arch Wealth Advisors, LLC is a wealth management firm in Wethersfield, CT. The firm provides specialized financial planning services to individuals, business owners, and State of Connecticut educators. With a 4.50 rating, the firm focuses on helping clients navigate retirement options, education costs, and career transitions.

The firm operates as an independent Registered Investment Advisor (RIA), a structure designed to provide greater independence and better align the interests of the firm with those of its clients. Principal and Founder David Primozich, a CERTIFIED FINANCIAL PLANNER™ professional and Accreded Investment Fiduciary, brings over twenty years of experience in financial services to the team. The firm utilizes an approach called Financial Life Management to focus on long-term client goals. Their expertise includes helping educators manage retirement benefits and assisting business owners with both personal and professional financial planning.

Located on Beaver Rd, the office is situated near the Wethersfield Post Office, the Wethersfield Public Library, and the Wethersfield Town Hall. The location is a short distance from the Frank Weston Rose Garden and Silas Deane Middle School, and it sits near Silas Deane Highway.

The business maintains well-documented information online and features a well-optimized website that is easily read by search engines. This digital presence ensures that their professional details are clear and accessible to those seeking financial guidance.

Stone Arch Wealth Advisors, LLC provides dedicated financial expertise and steady guidance to the Wethersfield community.