Tunxis Wealth Management is a boutique wealth management firm based in Connecticut, founded by professionals who transitioned from a large Wall Street firm to provide independent and objective guidance. The firm operates under a fiduciary standard, prioritizing clients' best interests. They specialize in creating customized financial plans and investment strategies for high-net-worth individuals, families, and institutions, focusing on areas such as retirement planning, estate planning, and risk management.

Founded in

United States