Brian J. Waddell, RICP® , AIF®
Financial Planner and Wealth Management Advisor
P: (860) 313-4857
F: (860) 521-2214
"I serve as a wealth advisor primarily to a small group of successful business owners and executives who, among other things, aspire to a work optional lifestyle."
My team uses a comprehensive process to help clients address each of their five key concerns:
- Making smart decisions with their money
- Mitigating their taxes
- Taking care of their heirs
- Making sure their assets are not unjustly taken and
- Magnifying their charitable gifts
With access to a wide array of specialists, we help our clients maximize their potential for achieving all that is important to them.
At the end of the day, people who have taken risks and worked hard want to know that everything is being done to protect and grow what they've built. Everything our team-based model does is predicated on this, to give clients the confidence that a team of advisors are coordinating on their behalf to create the best financial outcomes.
I hold degrees in business management and finance from CCSU, as well as holding the following designations: Retirement Income Certified Professional (RICP®) from the American College and the Accredited Investment Fiduciary (AIF®) designation. Additionally, I am an active member of the MetroHarford Alliance and reside on the committee for Sticks for Bricks, a local Habitat for Humanity charity golf tournament.
I have lived in West Hartford, CT for 10 years, am a father to a beautiful daughter Aleksandra, and I am passionate about personal development, guitar, golfing, hiking, and photography.
- New England Financial Group Rookie of the year 2014
- Five Star professional recipient 2021, 2022*
*This award was issued on 10/1/22 by Five Star Professional (FSP) for the time period 01/17/2022 through 07/15/2022. A fee of $340 was paid for this award emblem.