A complete list of active advisors currently associated with Successful Wealth Strategies, LLC
Warmer can help you find a great advisor at Successful Wealth Strategies, LLC or one who fits your needs even better.
Successful Wealth Strategies, LLC provides investment advisory and planning services to individuals (including high‑net‑worth clients), business entities, retirement and pension plans, trusts, estates, municipalities and charitable organizations. The two‑advisor firm manages roughly $50.6 million in client assets and offers discretionary and non‑discretionary portfolio management alongside financial planning, money coaching and business archetype coaching. The firm emphasizes a behavioral approach, using a money‑coaching discovery process to uncover conscious and subconscious financial patterns that help define a client’s risk tolerance, time horizon and target asset mix. Portfolios are implemented with diversified allocations across mutual funds, ETFs, bonds, individual equities and, when appropriate, third‑party money managers on platforms such as Charles Schwab, AssetMark and First Affirmative, with periodic reviews to update plans and holdings. Compared with many peers, SWS explicitly includes educational meetings and seminars as part of its retirement plan consulting and participant services, and it offers ongoing money‑coaching and business‑archetype work alongside traditional investment management. The brochure also discloses an affiliate/referral relationship tied to a money‑coaching software tool and states the firm can serve in ERISA fiduciary roles for plan clients, which may differentiate its service mix from similarly sized firms.
To learn more about the advisors currently working at Successful Wealth Strategies, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Canton, CT
| 26
| |
Farmington, CT
| 40
|
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