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Matthew William Corthell

Wooster Corthell Wealth Management, Inc.

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About Matthew William Corthell

Matthew Corthell is a financial advisor with Wooster Corthell Wealth Management, Inc., a registered investment advisor based in Glastonbury, Connecticut. Matthew is a Chartered Financial Analyst and has been in the industry since 2013. Wooster Corthell Wealth Management, Inc., provides financial planning, portfolio management for individuals and businesses.

Firm Information

Matthew Corthell is currently registered with Wooster Corthell Wealth Management, Inc.. 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.

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Matthew Corthell’s Registration & Firm History

CT

02/11/2020 - Present

Wooster Corthell Wealth Management, Inc. (GLASTONBURY CT)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Matthew William Corthell.
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