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Open Circle Wealth Partners

Headquartered in NORTH HAVEN, CT

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Firm Information

Open Circle Wealth Partners is an investment advisor registered with the SEC. They offer financial consulting, pension consulting, and portfolio management for individuals. The firm manages approximately $23.9 million in assets for 57 clients, including high-net-worth individuals and individuals other than high-net-worth individuals.

Open Circle Wealth Partners

$23.93M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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financial consulting

Financial consulting

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

OPEN CIRCLE WEALTH PARTNERS has a total of 1 branch locations across the country.
location

NORTH HAVEN, CT

Advisors at Open Circle Wealth Partners

View All 1 Advisors
Unclaimed
Andrew Madlener

CFP®, RA

NORTH HAVEN, CT

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Disclosures

There are no public disclosures for Open Circle Wealth Partners.

Frequently Asked Questions (5)

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