West Hartford Financial Planning

WEST HARTFORD, CONNECTICUT

Wealthspire West Hartford

29 South Main Street, Suite 300
West Hartford, CT 06107

(860) 561-1162

Financial planning today for tomorrow’s family legacy  

We offer more than just financial advice. Along with providing a partnership in helping you and your family navigate the complexities of your financial future, we specialize in understanding the unique needs of our individual, family, and Endowment & Foundation clients who value community, legacy, stability, and discretion. We understand the nuances of your professional, personal, and community life offering tailored wealth services that meet you where you are and takes you where you want to be. Let us help you put together a plan that helps you achieve your financial aspirations.

Financial Guidance to Help You Make Sound Decisions

Whether you’re managing the financials for your business or your family, streamlining your wealth management and proactively planning is essential. Wealthspire’s advisors provide you with a single point of consultation for defining, refining and pursuing the financial strategies you need in every stage of growth.

Our Services Include:

  • Integrated Financial Planning: We identify where you are today and what strategies will help you arrive at your unique financial vision tomorrow
  • Tax-Efficient Strategies: Make the most out of your wealth by limiting tax liabilities whenever possible
  • Succession Planning: Ensure that you effectively manage your business assets without requiring your direct involvement
  • Estate and Legacy Planning: Create legal structure around your assets so they may transfer to your beneficiaries in the most tax-efficient manner
  • Philanthropic Giving: Develop meaningful strategies to support the organizations that are important to you and your family
  • Endowments and Foundations: We proudly partner with nonprofit organizations to help secure the future of our communities through thoughtful stewardship of charitable resources

GET IN TOUCH TODAY

Our West Hartford Team

Marc E. Austin, CFP®, CPA

Senior Vice President

Marc joined the Wealthspire team through the acquisition of Private...

Camila Bentos

Advisor Associate

Camila is an advisor associate based in our New York...

Mary Rose Cusick

Senior Client Service Associate

Serving as a Senior Client Service Associate for the West...

Christopher Izmirlian

VP, Strategic Growth & Marketing

Chris plays a dual role for Wealthspire, serving as the...

Nick Kapelewski

Senior Advisor Associate

Nick serves as a senior advisor associate in our West...

Benjamin D. Kille, CFP®, CIMA®, AIF®

Managing Director

Ben brings over 30 years of experience in the financial...

Julie Lisischeff

Senior Vice President, Client Service

Julie has been with the firm and its predecessors since...

Yadeiri Luzon

Associate, Client Operations

Yadeiri serves as a client operations associate and is based...

Amy Miller, CFP®, CDFA®

Senior Vice President

As a financial advisor, Amy serves a wide range of...

Benjamin Snediker

Advisor Associate

Ben serves as an advisor associate in our West Hartford,...

Matthew Ticotsky

Advisor Associate

Matthew serves as an advisor associate in our West Hartford,...

Chrislyn Williams

Client Service Associate

Chrislyn serves as a Client Service Associate for the West...

In the Community

Our community roots run deep. We are committed to giving back and making a difference in our communities as volunteers, sponsors, patrons, and board members. Here are some of the organizations we proudly support in alignment with our core values.

Habitat for Humanity North Central Conneticut
Junior Achievement of Southwest New England
Aurora Foundation
Noah Webster House
Pan-Mass Challenge
Estate and Business Planning and Business Council of Hartford
Out FIlm CT
Capital Classics Theatre Company
Tango