AdvisersTrust Wealth Management is a Connecticut-based, fee-based investment and wealth management firm serving clients nationwide. The firm states that it has acted as a fiduciary since 1990 and focuses on helping clients build long-term, meaningful wealth through personalized guidance and lasting relationships. Its services include investment management and advisory, retirement planning, financial planning, and tax preparation and trust and will services.

AdvisersTrust emphasizes understanding each client’s circumstances, goals, and lifestyle when developing financial strategies. Its hybrid approach to money management is designed to manage fees and expenses while supporting financial efficiency. The firm describes its fiduciary duty as putting clients’ interests first and reports stewardship of more than $200 million in assets.

Its professionals include Walter Pachniuk, a CFP® professional, and James L. Finger, a CFA® charterholder. AdvisersTrust also provides financial resources, including information on federal tax brackets and retirement account contribution limits.

The firm is located at 30 Main Street in Newtown, Connecticut