WOOSTER CORTHELL WEALTH MANAGEMENT, INC.
Glastonbury, Connecticut
5.0
28 Reviews
Wooster Corthell Wealth Management, Inc., a small investment advisory firm based in Glastonbury, CT, is dedicated to providing comprehensive wealth management services. With a total of 5 employees, including 3 investment advisors, the firm is committed to delivering personalized financial solutions to its clients. With an average of approximately $59,710,000 in assets under management per investment advisor, Wooster Corthell Wealth Management's performance aligns with the industry average. The firm's compensation structure encompasses various types, such as a percentage of assets under management, hourly charges, and fixed fees, ...
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Assets Under Mgmt

$388.65M

Investment Professionals

3

Locations

0

% 401K & Individual

18%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
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