Insights

Niche Market Focus West Hartford Wealth Management Group concentrates on serving high net worth individuals and key executives of privately held businesses in southern New England, presenting opportunities to offer tailored financial planning and estate management solutions.

Technological Infrastructure Utilizing a tech stack that includes Amazon Web Services, Google Maps, and Site24x7 indicates a strong foundation for digital engagement and operational efficiency, enabling the delivery of scalable, secure client solutions.

Growth Potential With annual revenue in the range of 1 million to 10 million and a small team, there is potential for expansion by onboarding additional financial advisors or expanding service lines targeting similar high net worth client segments.

Strategic Service Offerings Offering specialized services such as ESOPs, captive insurance formation, and executive benefits positions the firm to attract closely held businesses and corporate clients seeking comprehensive wealth management strategies.

Competitive Positioning Compared to large firms like Charles Schwab and Fidelity, this firm has niche expertise and personalized service, which can be leveraged to attract clients seeking more customized financial advice and individualized attention.

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, Lodash, and more. Explore West Hartford Wealth Management Group, LLC's tech stack below.

  • Facebook Pixel
    Analytics
  • Amazon Web Services
    Cloud Hosting
  • Lodash
    Javascript Libraries
  • Google Maps
    Maps
  • SWFObject
    Miscellaneous
  • Site24x7
    Real User Monitoring
  • HSTS
    Security
  • Bootstrap
    UI Frameworks

Media & News

West Hartford Wealth Management Group, LLC's Email Address Formats

West Hartford Wealth Management Group, LLC uses at least 2 format(s):
West Hartford Wealth Management Group, LLC Email FormatsExamplePercentage

Frequently Asked Questions

Where is West Hartford Wealth Management Group, LLC's headquarters located?

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West Hartford Wealth Management Group, LLC's main headquarters is located at 15 North Main Street Hartford, Connecticut 06107 United States. The company has employees across 1 continents, including North America.

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

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

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

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

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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?

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As of April 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?

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

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

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West Hartford Wealth Management Group, LLC's tech stack includes Facebook PixelAmazon Web ServicesLodashGoogle MapsSWFObjectSite24x7HSTSBootstrap.

When was West Hartford Wealth Management Group, LLC founded?

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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 aims to be a premier business planning firm in southern New England, offering investment and financial advice to closely held business owners, their key executives and other high net worth individuals.

Gent Financial Group, LLC provides a wide range of financial products and services including retirement plans, ESOPS’s, Captive Insurance Company formation, insurance and investment management, and executive benefits design and administration. Gent Financial Group, LLC’s target market is privately held business owners and their key executives in the New England area and other locations that we feel can be adequately serviced in person.









Disclosure:


Securities offered through Parkland Securities, LLC - member FINRA (FINRA.org) and SIPC (SIPC.org). Investment Advisory services offered through Sigma Planning Corp (SPC), a Registered Investment Advisor. Gent Financial Group, LLC is independent of Parkland Securities, LLC and SPC.
Content is strictly for general purposes and is not an offer to sell or solicit any security. For regulatory purposes, we cannot respond to e-mails through this site and any individualized follow-up involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where the registered representative is not registered. Third party posts found on this profile have not been reviewed for accuracy or completeness by nor do they reflect the views of Parkland Securities, LLC; SPC; or, Gent Financial Group, LLC.  Furthermore, to ensure compliance with certain SEC and FINRA rules, we do not use client testimonials on social media sites; this includes receiving and/or posting recommendations or endorsements.

Section iconCompany Overview

Headquarters
15 North Main Street Hartford, Connecticut 06107 United States
Phone number
Website
whwmg.com
NAICS Code
52 - Finance and Insurance
Founded
2006
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $1M$10M

    West Hartford Wealth Management Group, LLC's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    West Hartford Wealth Management Group, LLC's revenue is estimated to be in the range of $1M$10M

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