WealthShape | Smarter Investing | Fiduciary Advice
  • About
    • Who We Are
    • How We Invest
    • Portfolios
  • Services
    • Wealth Management
    • Financial Planning
    • Retirement Plan Services
  • Blog
  • FAQ
  • Log In
  • Contact

Advice and investment design should rely on reason Not speculation

Get Started
We combine customized financial planning from CFP® professionals with scientific portfolios designed to reward investors based on factors that drive return.
Picture
Fiduciary responsibility to always act in your best interest
Picture
Intelligent investment portfolios optimized for risk & return
Picture
Customized financial planning accessible from anywhere
Picture
Unlimited access to your CFP® Professional
Ongoing Advice and Investment Management 
Built on Three Powerful Ideas
1. Services should be responsibly delivered as a fiduciary.
Our culture isn't about focusing on what’s best for the firm, but what’s best for the client. WealthShape doesn’t recommend solutions that are simply suitable. Instead, we only recommend investments that are right for your unique situation and never accept commissions. There is a difference.
2. Investing should be based on empirical evidence.
We specialize in the real world application of academic and Nobel Prize winning research. Our foundation is built on data; independent thinking; adaptively; and making adjustments as we discover more. As students of capital markets, we believe that there are smarter ways to compensate investors for taking risk. It’s a commitment to over 90 years of financial science, based on the factors that drive investment returns.
3. Financial planning should be objective and ongoing.
We view planning as a process for continued improvement that's never static. Our clients receive comprehensive access to all their investments, goals and progress in one easy to understand, secure location. We recognize that the critical role of a financial advisor is to become the guidance a client needs. At WealthShape we make CFP® professionals available to all our clients, not just the ultra wealthy.
​It starts with a conversation and a simple purpose.
​We ask questions, discuss ideas and see if our services can help you meet your long-term financial goals.
Get Started
Picture
Picture
Picture
Picture
Picture
Picture
Phone: 860-837-0303
Message: info@wealthshape.com
WINDSOR
360 Bloomfield Ave 
3rd Floor 
Windsor, CT 06095
WEST HARTFORD
15 N Main St
​#100
West Hartford, CT 06107
SHELTON
One Reservoir Corporate Centre 
4 Research Dr - Suite 402 
Shelton, CT 06484
ROCKY HILL
175 Capital Boulevard 
4th Floor 
Rocky Hill, CT 06067
Schedule a Consultation
Get Our Newsletter
Home  I  Who We Are  I  How We Invest  I  Portfolios  I  Financial Planning  I  Financial Tools  I  Wealth Management  I  Retirement Plan Services  I  Blog  I  Contact  I  FAQ  I   Log In  I  Privacy Policy  I  Regulatory  & Disclosures
Picture
Picture
Picture
Picture
Picture
Picture
Picture

© 2023 WealthShape. All rights reserved. ​
  • About
    • Who We Are
    • How We Invest
    • Portfolios
  • Services
    • Wealth Management
    • Financial Planning
    • Retirement Plan Services
  • Blog
  • FAQ
  • Log In
  • Contact