Insights

Niche Market Target closely held business owners and executives in southern New England with wealth management, succession planning, and executive benefits to expand wallet share.

Growth Readiness Leverage revenue range and small team size to position scalable financial planning and outsourced CFO or business planning services as a high-impact add-on for growing firms.

Tech Enablement Given existing tech stack and analytics tools, offer data-driven advisory solutions, digital onboarding, and performance dashboards to attract tech-savvy HNW clients and improve client experience.

Partnership Signals Independent status with Parkland Securities and Sigma Planning presents cross-sell opportunities with affiliated custodians, asset management platforms, and insurance/benefits products for a bundled offering.

Competitive Positioning Differentiate by emphasizing local southern New England focus, personalized business planning, and succession/ESOP capabilities to compete with larger national firms targeting similar segments.

West Hartford Wealth Management Group, LLC Tech Stack

West Hartford Wealth Management Group, LLC uses 8 technology products and services including Facebook Pixel, Amazon Web Services, jQuery UI, and more. Explore West Hartford Wealth Management Group, LLC's tech stack below.

Facebook Pixel

Analytics

Amazon Web Services

Cloud Hosting

jQuery UI

Javascript Libraries

SWFObject

Miscellaneous

Site24x7

Real User Monitoring

Cloudflare Bot Management

Security

HSTS

Security

Google Analytics

Web Analytics

Frequently Asked Questions

What is West Hartford Wealth Management Group, LLC's phone number?

You can contact West Hartford Wealth Management Group, LLC's main corporate office by phone at

+1-860-521-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is West Hartford Wealth Management Group, LLC's official website and social media links?

West Hartford Wealth Management Group, LLC's official website is whwmg.com and has social profiles on LinkedIn.

How much revenue does West Hartford Wealth Management Group, LLC generate?

As of July 2026, West Hartford Wealth Management Group, LLC's annual revenue is estimated to be $1M - $10M.

What is West Hartford Wealth Management Group, LLC's NAICS code?

West Hartford Wealth Management Group, LLC's NAICS code is 52 - Finance and Insurance.

How many employees does West Hartford Wealth Management Group, LLC have currently?

As of July 2026, West Hartford Wealth Management Group, LLC has approximately 2 employees across 1 continents, including North America. Key team members include Managing Partner: C. G. C.. Explore West Hartford Wealth Management Group, LLC's employee directory with LeadIQ.

What industry does West Hartford Wealth Management Group, LLC belong to?

West Hartford Wealth Management Group, LLC operates in the Financial Services industry.

What technology does West Hartford Wealth Management Group, LLC use?

West Hartford Wealth Management Group, LLC's tech stack includes Facebook PixelAmazon Web ServicesjQuery UISWFObjectSite24x7Cloudflare Bot ManagementHSTSGoogle Analytics.

When was West Hartford Wealth Management Group, LLC founded?

West Hartford Wealth Management Group, LLC was founded in 2006.

West Hartford Wealth Management Group, LLC

Financial ServicesConnecticut, United States2-10 Employees

West Hartford Wealth Management Group, LLC is a financial services firm based in Hartford, Connecticut. It provides investment and financial guidance to closely held business owners, their key executives, and other high net worth individuals in southern New England. The firm focuses on business planning and related financial advice within this regional market.

Gent Financial Group, LLC provides a wide range of financial products and services, including retirement plans, ESOPs, captive insurance company formation, insurance and investment management, and executive benefits design and administration. Its target market includes privately held business owners and their key executives in New England, with in-person service extended to other locations as appropriate. The disclosures indicate securities are offered through Parkland Securities, LLC, and investment advisory services are provided by Sigma Planning Corp, with Gent Financial Group, LLC operating independently of those firms.

Insights

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