Wealthshape
21yrs
More experience than 66% of advisors in Windsor
About the firm
A registered investment advisory firm based in Windsor, Connecticut, with about 3 offices. It manages about $109 million for roughly 136 individual clients. Services include financial planning, investment management for individuals and small businesses, retirement plan consulting.
How they work
How they’re paid ?A percentage of the assets they manage; Hourly fees; Flat or fixed fees
Typical client size ?$777,381
Assets under management ?$109 million
Individual clients136
Median years of experience21
FoundedNot stated
Services
Financial planningInvestment management for individuals and small businessesRetirement plan consulting
Advisors at Wealthshape
1Advisors
21Median years of experience
1States with offices
3Offices
Also known as
About Wealthshape
How do I contact Wealthshape?
Call the main office at (860) 837-0303. The main office is at 360 Bloomfield Ave Suite 301, Windsor, CT 06095.
How is Wealthshape paid?
The firm reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask for your total yearly cost in dollars.
What services does Wealthshape offer?
Financial planning, Investment management for individuals and small businesses, Retirement plan consulting.
How many advisors work at Wealthshape?
We list 1 advisor currently registered with the firm.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.