WealthShape is a financial advisory firm based in Windsor, CT, offering customized financial planning and investment management services. With a commitment to acting as fiduciaries, they prioritize their clients' best interests by recommending investments that are tailored to their unique situations and never accepting commissions.
Driven by empirical evidence and over 90 years of financial science, WealthShape specializes in applying academic research to create intelligent investment portfolios that optimize risk and return. They believe in ongoing, objective financial planning as a process for continuous improvement, providing clients with comprehensive access to their investments, goals, and progress in one secure location.
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