Transitions bring uncertainty.
HTG brings financial clarity.
Serving clients in Connecticut & nationwide.
What You’ll Gain with HTG
Life transitions bring a flood of financial questions, and you shouldn’t have to face them alone. HTG helps take financial decisions off your plate – and stress off your shoulders – so you can focus on your loved ones, knowing your future and theirs is secure.
Whether you’re navigating retirement, widowhood, divorce, a windfall, or a major career move, we’ll help keep your goals on track and help you feel more in control of your financial future.
Peace of Mind, Backed by
Expertise
Relax knowing your financial plan is carefully managed by a team of experienced advisors.
A Trusted
Advisory Team
With our collaborative approach, you don’t just get one advisor – you get the combined expertise of our entire team.
A Personalized &
Collaborative Partnership
We build a financial plan around your financial goals and actively adjust it as your life evolves, keeping you in the loop every step of the way.
Services
Financial Advisory Services
The following services are included in our comprehensive financial planning.
Investment
Management
Retirement
Planning
Estate
Planning
Inheritance & New
Wealth Management
Divorce Financial
Planning
Our team – including a CDFA® (Certified Divorce Financial Analyst®) – understands the financial complexities of divorce. We’ll work with you and your attorneys to analyze financial data and provide a clear path forward.
Financial Planning in
Widowhood
Tax
Planning
Employee Stock Options and Restricted Stock Planning & Management
About HTG Advisors
HTG Advisors specializes in helping clients manage their finances during life transitions, providing guidance, empathy,
and collaboration every step of the way. When life changes – and your financial needs change with it – we’ll be here to
answer your questions, adjust your plan, and account for future changes.
We are your financial sounding board, always just
a phone call away. When you partner with HTG,
you’ll receive:
- Expertise from seasoned, fee-only fiduciaries
- Goals-based, customized plan for long-term wealth
- Transparent communication & collaboration
- Ongoing investment management & financial education
Our Engagement Process
Free Introductory Call
Collaborative Planning
Ongoing Relationship
We actively monitor your financial situation and make adjustments as needed, with your input every step of the way.
What Our Clients Say
Reviews are based on unique experiences and may not be representative of all client experiences. No cash or non-cash compensation is provided to those leaving a review. Investing involves risk, including the possible loss of principal and fluctuation of value. Past performance is no guarantee of future results. Additional information about HTG Investment Advisors is available in its current disclosure documents, Form ADV, Form ADV Part 2A Brochure, and Client Relationship Summary report.
Who We Help
Services Tailored to People in Transition
We’ll adapt your plan to meet changing financial situations, investment goals, and risk tolerances during major life shifts.
We might be a good fit if you:
- Are retiring or are approaching retirement
- Are navigating divorce or widowhood
- Are experiencing a career pivot
- Have recently received an inheritance
- Have restricted stock or stock options from your employer
- Don’t want to manage (or don’t feel capable of managing) your investments alone
- Are entering the empty nest phase
- Need financial guidance during a major life transition
We’re here to help you navigate the unexpected.
We’ve seen it all and can help you navigate your financial situation, even when it seems impossible or overwhelming.
Success Stories
Young Family
with Full Plate
When to
Retire
Sharing Substantial Wealth and Creating a Legacy
news & blog
Education and Thought Leadership
Visit our blog for the latest market news, trends, and financial strategies.
Top 5 Reasons to Create and Fund a Revocable Trust in Connecticut
The following article was originally published by Wiggin and Dana, LLP and is reprinted here with permission. A revocable trust is a flexible estate planning tool that allows you to…
Read More
Eliminate the stress of making
big financial decisions alone.
With decades of experience and proven strategies, we help you make smart financial choices with confidence and clarity. Start with a no-pressure consultation.
