The Future Belongs to
Those Who Invest in It.
Connecticut-Based, Fee-Based Investment and Wealth Management Firm
Nationwide Clientele, Fiduciary Since 1990
Our Mission: Build Long-Term Meaningful Wealth
Navigating the financial world doesn’t have to overwhelm you. We offer strategies that protect your future, draw on deep knowledge, and turn what you start today into real generational wealth tomorrow.
Experience & Expertise Matter - Our Core Services
Investing
Investment Mgmt /
Advisory
Planning
Retirement Planning
Planning
Financial Planning
Preparing
Tax Preparation / Trust & Will Services
Planning & Partnering with Confidence
We simplify complexity, bring clarity to financial decisions that shape lives. With passion and purpose, we help investors build a confident mindset — one rooted in trust, strategy, and lasting success.
Client-centric approach
At AdvisersTrust Wealth Management, we believe you can’t truly understand an investor’s needs without first understanding the person behind the portfolio. That philosophy drives everything we do. Our relationships aren’t transactional—they’re built to last.
We deliver a personalized approach, crafting tailored strategies that align with your financial goals and lifestyle, ensuring your wealth management journey is thoughtful, strategic, and uniquely yours.
Cost Effective
Our hybrid approach to money management is designed to optimize investor outcomes, by minimizing fees and expenses while maximizing financial efficiency.
Fiduciary Duty: Your Interests Come First—Always
At AdvisersTrust Wealth Management, we uphold the highest standard of care—a fiduciary obligation to act solely in your best interest. No hidden agendas. Just unwavering commitment to your financial success.
Experience and Expertise
A trusted track record of client satisfaction backed by the stewardship of over $200 million in assets. Our expertise is built on experience, strategic foresight, and a commitment to financial excellence.
Professional Designations
In a field rich with expertise, Walter Pachniuk, CFP® Certified Financial Planner™ professional and James L. Finger, CFA® Charterholder, CFA Institute, hold distinguished credentials that signify rigorous training, ethical commitment, and deep industry knowledge. These designations reflect a standard of excellence that guarantees clients strategic and informed guidance.
