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Financial Tools
There are some basic aspects of financial life that everyone should have a good handle on. We make these powerful financial tools available for free because everyone deserves access to them. When things become more complex WealthShape offers unbiased fiduciary advice along with a full suite of comprehensive financial planning and wealth management services to help you achieve your goals.
Organize all your accounts in one place, track your net worth, understand where your money goes, reduce unwanted spending
Sign Up to Use our free Financial Tools
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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
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  • About
    • Who We Are
    • How We Invest
    • Portfolios
  • Services
    • Wealth Management
    • Financial Planning
    • Retirement Plan Services
  • Blog
  • FAQ
  • Log In
  • Contact