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 is a small independent registered investment adviser that serves individual clients, including high‑net‑worth households, across roughly 150 client relationships and manages about $106 million in assets. The firm provides discretionary investment management (charged on a percentage‑of‑AUM basis) and comprehensive financial planning offered as both project‑based and ongoing engagements. The firm’s investment work emphasizes strategic asset allocation and a mix of passive and active vehicles, with portfolios constructed to reflect each client’s risk tolerance and long‑term objectives; securities are generally held for the long term, with tactical short‑term trading used as needed. Clients receive written financial plans, annual reviews, and ongoing monitoring, and may impose reasonable investment restrictions that the firm will seek to accommodate. What is distinctive for a firm of this size is its affiliation with tax‑preparation businesses operated by the firm’s principals, making tax coordination and potential referral to in‑house tax services an explicit part of the service model (clients are not required to use those services). The firm also discloses that it may sell fee‑based annuities and receive ongoing compensation from annuity providers, and it communicates those arrangements to clients in its disclosures.
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
| 17
| |
Glastonbury, CT
| 19
|
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