WealthShape is a Connecticut based independent investment advisory firm built on innovation, fiduciary responsibility and the real world application of research. We help individuals, families, and businesses to become better, more informed investors. Powerful modernized financial planning software and leading-edge security encryption gives us the ability to serve clients from anywhere.
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. There’s never an obligation.
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