Open an Account
WealthShape creates all the necessary forms and provides them to you for safe, secure and efficient account opening at our independent third party custodian, TD Ameritrade Institutional. The account(s) belong to you and are available for viewing 24/7. WealthShape accommodates the following types of accounts:
Tax Deferred Retirement Accounts
​Traditional IRA's, Roth IRA's, 401(k) Rollovers, Transfer IRA's, Simplified Employee Pension SEP IRA's
Taxable Investment Accounts
​Individual, Joint, Trust, Corporate
We interact with you every step of the way and are always available for questions by calling 860-837-0303 or by messaging us here. Please begin by filling out the forms below.

    Contact Information
    Account Information
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    Please make sure all required fields have been completed*
Phone: 860-837-0303
Message: [email protected]
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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