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Wealth Management
Our Wealth Management Services unite evidence based investing with customized financial planning and professional guidance. We have the ability to serve clients from anywhere, utilizing our powerful modernized financial planning software and leading-edge security encryption. 
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​The cornerstone of our approach is a Nobel Prize winning investment management philosophy and an ongoing partnership with a CERTIFIED FINANCIAL PLANNER™ professional. As a Fee-Only fiduciary we only make recommendations that are in your best interest and never sell commissioned products. 
It’s a promise to do what's right for you and you alone. 
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All Wealth Management Clients Receive

Ongoing Portfolio Management
​Institutional grade portfolio design & management based on the real world application of over 60 years of academic and Nobel Prize winning research.​
Customized Financial Planning
​Pro-active guidance on all financial matters including tax planning, saving for retirement, 401(k) advice, saving for college, debt and risk management, insurance needs, and estate planning strategies.​
Unlimited Access to your CFP® Professional
We're here whenever you need us. Face-to-face, web-meeting, phone, email – whatever works best for you.
24/7 Access to your entire Financial Picture
View all your investments, goals and progress in one easy to understand, secure location at any time.
Low Transparent Fee Structure

0.55% - 0.85%
Annual fee based on total assets under management
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In 2019 the average annual fee charged by financial advisors for accounts below 1 million dollars was in excess of 1.00%.* Fees matter because every addition dollar spent on them, is one less that could be earning potential return. Over time fees can have a great impact on investment performance. Our innovation, ongoing advice and advanced portfolio design is all-inclusive and made available at a fraction of the average advisory fee.  
We believe in complete transparency and pay very close attention to additional costs associated with trading and internal fund expenses. We aim to keep these costs as low as possible while maintaining our discipline to the advancement of investment design. 
Wealthshape’s Fee: 0.85% 1st $1 million, 0.65% next $2 million, 0.55% accounts greater than $3 million.
Additional information on fund expenses can be found in the prospectus which may be obtained here. 

*Source: 2019 AdvisoryIQ - Average Financial Advisor Fees & Costs based on (AUM) Assets Under Management
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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© 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