Wealthshape, LLC

Wealthshape, LLC is a financial planner in Windsor, CT. The firm provides fee-only independent advisory services, specializing in low-cost, factor-based investing and fiduciary advice delivered by Certified Financial Planners. They serve clients through wealth management, customized financial planning, and retirement plan services for 401(k), profit sharing, and defined benefit plans. The firm maintains a 5.00 rating.

The firm's approach is built on the application of empirical evidence and academic research to create scientific portfolios designed to reward investors based on historical factors that drive returns. As a fee-only advisor, Wealthshape, LLC does not accept commissions, ensuring recommendations are based on the client's unique situation rather than suitability alone. Their services include retirement plan consulting, investment policy statement implementation, and ongoing investment management. The team utilizes their expertise as CFP® professionals to provide objective, continuous planning that is accessible to a wide range of clients.

Located on Bloomfield Avenue, 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 and a short distance from Washington Park.

Wealthshape, LLC is recognized for its commitment to fiduciary responsibility and its use of data-driven, evidence-based investment strategies. The firm is known for providing professional guidance rooted in reason rather than speculation, making them a reliable choice for those seeking disciplined wealth management.

Through customized planning and scientific portfolio design, Wealthshape, LLC provides sophisticated financial solutions for individuals and businesses in Windsor.