Top financial advisors in Shelton, CT
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
You might seek a financial advisor in Shelton, CT, if you're navigating complex estate and gift tax planning due to high local wealth concentration. Without focused expertise, it's easy to overlook tax nuances that can significantly impact your legacy and financial goals.
- Estate and gift tax insight. Confirm how they approach planning to minimize tax burdens specific to Connecticut's wealth landscape.
- Experience with high-net-worth clients. Ask how they tailor strategies for clients with substantial assets and unique tax considerations.
- Coordination with legal professionals. Effective advisors collaborate with your estate attorney to align financial and legal plans.
- Long-term wealth preservation. Inquire about their methods for sustaining wealth across generations while managing tax implications.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Sabrina A
Series 63, Series 65
Huntington, CT
LPL Financial
Sabrina Angiolillo's 25 years of experience and affiliation with LPL Financial equip her to address complex wealth management needs near Shelton, CT, including tax-loss harvesting and retirement plans for business owners. Her flat-fee structure and work with a large firm offering extensive investment solutions distinguish her from others, providing access to broad resources and tailored strategies for high-net-worth clients.
Experience: 26 years
Avg account: $399,489
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Tyler D
Series 65
Shelton, CT
BridgeLight Financial Advisors, Inc
Tyler D'amore in Shelton, CT, offers expertise in wealth management and charitable giving, supported by a flat-fee structure that can reach up to $25,000 based on planning complexity. His firm, BridgeLight Financial Advisors, manages $151 million with an active investment approach, providing tailored strategies for individuals and families, which may suit those seeking coordinated, long-term wealth preservation in the local tax environment.
Experience: 4 years
Avg account: $612,915
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Robert L
CFP®, Series 63, Series 65
Shelton, CT
RB Capital Management, LLC
Robert Leiphart III offers 22 years of experience in Shelton, CT, with expertise in active portfolio management and options strategies, suitable for clients navigating complex estate and gift tax planning. His firm serves high-net-worth individuals and institutions with fee-based investment management, combining equities, fixed income, and alternatives, differentiating him through a seasoned, independent approach and a $250 hourly fee for financial planning without investment management.
Experience: 22 years
Avg account: $1,382,479
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Michael A
Series 65
Shelton, CT
Innovative Asset Advisors Group
Michael Anderson offers financial consulting with a flat-fee structure and independent advice, suitable for clients in Shelton, CT seeking wealth management and business exit strategies. His firm employs Modern Portfolio Theory and analytical methods, providing tailored investment approaches, while his background includes assisting a family business, which may offer practical insights compared to advisors with longer industry tenure.
Experience: 0 years
Avg account: $798,748
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Michael D
Series 63
Huntington, CT
Ameriprise
Michael Devivo offers extensive experience in retirement income strategy and tax-efficient planning, which can support clients in Shelton, CT, facing complex estate and gift tax considerations. His affiliation with Ameriprise, a large firm providing comprehensive advisory and insurance solutions, and his focus on clients approaching retirement with specific asset criteria, distinguish him from other advisors in the region.
Experience: 34 years
Avg account: $471,167
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