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Wooster Corthell Wealth Management, Inc.

Headquartered in GLASTONBURY, CT

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Firm Information

Wooster Corthell Wealth Management, Inc. is a registered investment advisor based in Glastonbury, CT. The firm provides financial planning, portfolio management for individuals and businesses, and manages approximately $453 million in assets for over 1,000 clients. Their client base includes high-net-worth individuals, individuals other than high-net-worth, pension and profit sharing plans, corporations or other businesses, and charitable organizations.

Wooster Corthell Wealth Management, Inc.

655 WINDING BROOK DRIVE

GLASTONBURY, CT 06033-4335

$453.06M

Assets Under Management

Not reported

Total Clients

3

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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percentage of assets

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

Branch Locations (2)

WOOSTER CORTHELL WEALTH MANAGEMENT, INC. has a total of 2 branch locations across the country.
location

GLASTONBURY, CT

location

Moorseville, NC

Advisors at Wooster Corthell Wealth Management, Inc.

View All 3 Advisors
Unclaimed
Matthew William Corthell

CFA®, RA

GLASTONBURY, CT

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Unclaimed
Prasad S Oak

CFP®, RA

GLASTONBURY, CT

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Unclaimed
Frederick J Baran

CFP®, RA

GLASTONBURY, CT

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Disclosures

There are no public disclosures for Wooster Corthell Wealth Management, Inc..

Frequently Asked Questions (5)

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