A complete list of active advisors currently associated with Top Private Wealth
Warmer can help you find a great advisor at Top Private Wealth or one who fits your needs even better.
TOP Private Wealth LLC serves individual and high-net-worth clients, delivering discretionary investment management alongside both project-based and ongoing financial planning. The firm operates as a fee-only registered investment adviser and manages portfolios composed primarily of stocks, bonds, mutual funds, ETFs, and cash equivalents. The firm’s investment approach emphasizes asset allocation and Modern Portfolio Theory, blending passive and active strategies with attention to tax efficiency and long-term holding periods. Clients receive individualized investment policies, periodic account reviews (at least annually), and the firm implements discretionary trading while accepting reasonable client-imposed restrictions. Noteworthy aspects include a small, owner-led practice (two advisors serving roughly 150 clients) that discloses affiliations with the principals’ tax-preparation businesses; the brochure notes potential referrals to those affiliated tax services and that compensation for tax work is possible while clients are not required to use them. The firm also discloses it may offer fee-based annuities with ongoing compensation from providers and that it recently applied for SEC registration, which are distinctions relative to many peers.
To learn more about the advisors currently working at Top Private Wealth, 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 |
|---|---|---|
Glastonbury, CT
| 18
| |
Glastonbury, CT
| 20
|
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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
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