Wealthshape, LLC

Wealthshape, LLC is a Financial Planner in Windsor Locks, CT. The firm provides fee-only independent financial advisory services, specializing in low-cost, factor-based investing and fiduciary advice delivered by Certified Financial Planners. Their expertise includes wealth management, customized financial planning, and retirement plan services for 401(k), Profit Sharing, and Defined Benefit plans. The firm holds a 5.00 rating.

The firm's approach is built on the application of empirical evidence and academic research to design scientific portfolios that reward investors based on factors driving long-term returns. As a fee-only advisor, Wealthshape, LLC does not accept commissions and focuses on recommendations that serve the client's unique situation. Their services include retirement plan consulting, such as reviewing plan design, identifying prudent asset classes, and conducting due diligence on third-party administrators and custodians. The firm emphasizes an ongoing, objective planning process that provides clients with comprehensive access to their investments and goals.

Located on Bloomfield Ave, the office is situated near the Windsor Volunteer Firefighter Memorial Overpass and the Windsor Volunteer Fire Department Company 1. The area is also close to Cook Hill, Mill Brook, and Washington Park.

The business maintains well-documented information online, ensuring their details are easily accessible. Their digital presence is structured clearly, making their professional information easy for others to find.

Wealthshape, LLC provides evidence-based investment management and fiduciary guidance to clients throughout Windsor Locks.