Financial Advisors in Glastonbury, CT
Financial AdvisorsGlastonbury, CT
Procyon provides fee-based wealth management and fiduciary financial planning for individuals and families in Glastonbury and the greater Hartford area who want structured guidance and a thoughtful approach to their long-term financial future.
As a fee-based firm, Procyon aligns with your best interests. Our advisors help clients navigate important financial decisions through comprehensive planning and thoughtful investment management with ongoing guidance aligned with their goals.
A commitment to client excellence that shows
Conducting our business in a way that puts our clients first is reflected in the external recognition we’ve received for providing outstanding service and expertise.
2026
50 RIA Firms To Watch 2026
2025
2025 Top RIA Firms
2024
Forbes Top RIA Firms 2024
2023
12 Fastest-Growing RIAs: 2023
2021
National Association of
Plan Advisors Top DC Advisor Team
2019
National Association of
Plan Advisors Top DC Advisor Team
2017
Barron’s Top 30
Institutional Consultant
2017
planadviser Top 100 Retirement Plan Advisers
Financial Planning and Wealth Management
for Glastonbury Clients
Procyon represents continuity following the transition from Wooster Corthell Wealth Management, while expanding capabilities through Procyon’s integrated platform, combining familiar local relationships with the expanded resources of an integrated firm. We work with individuals and families in Glastonbury and Hartford County who value a long-term relationship with a financial advisor focused on fiduciary responsibility and sound decision-making.
Clients choose Procyon for our exceptional, consistent standard of advice, including:
- A fiduciary obligation to always act in your best interests
- A fee-based structure
- Experienced advisors with deep local relationships and institutional-level resources
- Long-term client relationships built on trust
- Integrated financial planning that connects each part of your financial life
Visit Our Glastonbury, CT
Our Glastonbury office enables us to serve clients in Central Connecticut, including Hartford, West Hartford, and surrounding suburbs. We welcome the opportunity to meet in person and explore how Procyon’s collaborative approach can support your financial plan.
Thoughtful Wealth Management for
Today’s Decisions and Tomorrow’s Goals
Schedule a Consultation with Procyon’s
Financial Advisors in Glastonbury
Beginning a relationship with Procyon is designed to be straightforward, informative, and tailored to your specific financial priorities. We start with a conversation focused on understanding your needs, answering your questions, and determining whether our approach is the right fit. This initial discussion helps establish alignment before taking the next steps.
Connect with our team and schedule a free consultation to begin planning for the next step in your financial journey.
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FAQs About Financial Advisor Services
in Glastonbury, CT
How can a financial advisor help professionals and families in Glastonbury plan for long-term goals?
A financial advisor helps professionals and families in Glastonbury plan for long-term goals by coordinating investment management, retirement planning, insurance review, and broader financial decisions into a structured financial plan. This approach provides clarity around priorities and supports informed decision-making over time.
What types of clients typically work with a financial advisor in Hartford County?
Clients who work with a financial advisor in Hartford County often include professionals, business owners, families, and retirees who want guidance managing investments, planning for retirement, and navigating increasing financial complexity as their wealth grows. We also guide executives through complex compensation structures as well.
How does retirement planning work for individuals approaching retirement in Connecticut?
Retirement planning for individuals approaching retirement in Connecticut involves evaluating savings, investments, income sources, healthcare considerations, and tax implications. A retirement planning process helps create an income strategy designed to support financial security throughout retirement.
Do I need a financial advisor if my finances feel manageable today?
Many people work with a financial advisor even when their finances feel manageable. A financial advisor can help anticipate future needs, identify potential gaps, and create a plan that adapts as life circumstances and financial complexity change.
How does a fiduciary financial advisor support clients through major life changes?
A fiduciary financial advisor supports clients through major life changes such as career transitions, retirement, inheritance, or family changes by reviewing financial plans, adjusting investment strategies, and providing guidance aligned with the client’s best interests.
What should I expect from an ongoing relationship with a financial advisor?
An ongoing relationship with a financial advisor typically includes regular reviews, investment monitoring, plan updates, and continued guidance as goals and circumstances evolve. This long-term relationship helps keep financial decisions aligned with changing priorities.