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VerifiedInvestment Management· Founded 2005

Aspetuck Financial Management

Aspetuck Financial Management is a conservative wealth management firm specializing in managing retirement assets. Client's portfolio is actively managed based on client’s risk tolerance, income needs, portfolio objective, time horizon and the overall financial goals. As a Registered Investment Adviser, we have a fiduciary duty to act in the best interest of our clients. Aspetuck Investment Adviser is not compensated by commissions for buying or selling investments for clients. Instead, as a fee only Adviser, we are incentivized to protect and to grow our clients’ accounts over time.

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HeadquartersWestport, United StatesEmployees1 to 10Annual revenue$1M to <$10MFounded year2005Websiteaspetuckfinancial.comLinkedIn profileLinkedIn

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  • 1registered investment advisor

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