Cheshire, CT S Main St Office

Crionna Wealth serves individuals—including high‑net‑worth clients—along with trusts, estates, charitable organizations and business entities, providing discretionary asset management, financial planning, and retirement‑plan advisory services. The firm manages roughly $65.6 million in discretionary assets across two advisors and about 61 client relationships.

The firm’s investment program is discretionary and typically uses fundamental analysis to construct customized portfolios that may include mutual funds, ETFs, separately managed accounts, alternatives and options, and it may engage third‑party sub‑advisors to implement portions of client mandates. Accounts are reviewed at least quarterly and Crionna offers plan‑level fiduciary services for retirement plans, including both limited 3(21) advice and full 3(38) investment‑manager authority.

Compared with many peers of similar size, Crionna is notable for its broad use of third‑party platforms and sub‑advisors—disclosing relationships with providers such as AssetMark, SEI and Parametrics—and for explicitly reserving the ability to delegate discretionary authority to other advisors. The firm also discloses an outside business activity by its principal and the sale of insurance products, and documents procedures to manage those conflicts while relying on multiple custodians to deliver client reporting.