# Financial advisors for family wealth transfer in Connecticut > For family wealth transfer in Connecticut, talk to a fee-only planner who works with more than one generation, and who will sit down with your children as well as you. The technical work is gifting and trusts, but the harder part is usually preparing the family. Records to start with include Stephen Lupkas of myFinancialPro, Jacob Ness of Kreitler Financial and Natalie McMahon of Main Street Research. Page: https://find.wellspent.co/specialties/family-wealth-transfer/connecticut/ 90 fee-only advisors listed; data last updated October 30, 2026. Fee-only means paid only by clients, never by commissions. ## Which financial advisor should I talk to about passing wealth to the next generation in Connecticut? For family wealth transfer in Connecticut, talk to a fee-only planner who works with more than one generation, and who will sit down with your children as well as you. The technical work is gifting and trusts, but the harder part is usually preparing the family. Records to start with include Stephen Lupkas of myFinancialPro, Jacob Ness of Kreitler Financial and Natalie McMahon of Main Street Research. - [Stephen Lupkas](https://find.wellspent.co/advisors/stephen-lupkas/), myFinancialPro, Shelton. Holds the CFP. Fees on file: percentage of assets, hourly. - [Jacob Ness](https://find.wellspent.co/advisors/jacob-ness/), Kreitler Financial, New Haven. Holds the CFP. Fees on file: percentage of assets. - [Natalie McMahon](https://find.wellspent.co/advisors/natalie-mcmahon/), Main Street Research, Lakeville. Holds the CFP. Fees on file: percentage of assets. - [Ryan Callas](https://find.wellspent.co/advisors/ryan-callas/), Greenhouse Wealth Management, Westport. Holds the CFP. Fees on file: percentage of assets. - [Lazetta Braxton](https://find.wellspent.co/advisors/lazetta-braxton/), The Real Wealth Coterie, New Haven. Holds the CFP. Fees on file: ongoing planning fee, percentage of assets. - [Charles Tricomi](https://find.wellspent.co/advisors/charles-tricomi/), Greenwich Wealth Management, Greenwich. Holds the CFP. Fees on file: percentage of assets, hourly. ## How many fee-only financial advisors in Connecticut work on family wealth transfer? The Wellspent public graph lists 90 fee-only advisors for family wealth transfer in Connecticut, at 21 firms. We counted every advisor record that lists this work, as of October 2026. ## Where are fee-only advisors for family wealth transfer in Connecticut located? Of the 90 fee-only advisors for family wealth transfer in Connecticut, 18 are in Lakeville, followed by 14 in Greenwich and 13 in Stamford. ## How do fee-only advisors for family wealth transfer in Connecticut charge? The most common fee among fee-only advisors for family wealth transfer in Connecticut is a percentage of assets, used by 100% of the 90 with fees on file. Many use more than one: 56% charge fixed fees and 39% charge by the hour. ## What credentials should a financial advisor for family wealth transfer have? For family wealth transfer, look for the CFP. In Connecticut, 24% of the 90 advisors listed hold the CFP. - CFP (24% of advisors listed): The CFP covers gifting, trusts, and the wider plan. ## How do Connecticut advisors for family wealth transfer compare with the rest of the US? 24% of fee-only advisors for family wealth transfer in Connecticut hold the CFP, compared with 36% of the 3,385 listed across the US. That's the largest difference in the Wellspent public graph between the two groups. ## Does Connecticut have an estate tax? Yes. Connecticut has its own estate tax, separate from the federal one, and its threshold can be lower. ## What should I ask a financial advisor about passing wealth to the next generation in Connecticut? - How do you involve the next generation, and when? - What would you gift now, and what would you hold until death? - How do you work with our attorney and accountant? - What happens to the relationship when the first generation is gone? - How would you plan for Connecticut's estate tax as well as the federal one? ## How current is this list of fee-only advisors for family wealth transfer in Connecticut? Wellspent last checked these records against SEC records in October 2026 and firm websites in October 2026. Each advisor's page shows the date for that record. ## Advisors | Advisor | Firm | Location | Credentials | Fees | |---|---|---|---|---| | [Lazetta Braxton](https://find.wellspent.co/advisors/lazetta-braxton.md) | The Real Wealth Coterie | New Haven, Connecticut | CFP | Ongoing planning fee, Percentage of assets | | [Stephen Lupkas](https://find.wellspent.co/advisors/stephen-lupkas.md) | myFinancialPro | Shelton, Connecticut | CFP | Percentage of assets, Hourly | | [Alexandra Rooney](https://find.wellspent.co/advisors/alexandra-rooney.md) | Main Street Research | Lakeville, Connecticut | CFP | Percentage of assets | | [Andrew Marchionni](https://find.wellspent.co/advisors/andrew-marchionni.md) | Main Street Research | Lakeville, Connecticut | CFP | Percentage of assets | | [Bert Bowler](https://find.wellspent.co/advisors/bert-bowler.md) | Round Rock Advisors | Wilton, Connecticut | CFP | Percentage of assets, Fixed fees | | [John Planell](https://find.wellspent.co/advisors/john-planell.md) | Round Rock Advisors | Wilton, Connecticut | CFP | Percentage of assets, Fixed fees | | [Matthew Northrop](https://find.wellspent.co/advisors/matthew-northrop.md) | Main Street Research | Greenwich, Connecticut | CFP | Percentage of assets | | [Natalie McMahon](https://find.wellspent.co/advisors/natalie-mcmahon.md) | Main Street Research | Lakeville, Connecticut | CFP | Percentage of assets | | [Peter Fiorita](https://find.wellspent.co/advisors/peter-fiorita.md) | Main Street Research | Lakeville, Connecticut | CFP | Percentage of assets | | [Charles Kreitler](https://find.wellspent.co/advisors/charles-kreitler.md) | Kreitler Financial | New Haven, Connecticut | CFP | Percentage of assets | | [Christopher Stevenson](https://find.wellspent.co/advisors/christopher-stevenson.md) | Telos Partners | Avon, Connecticut | CFA | Percentage of assets, Hourly, Fixed fees | | [Jacob Ness](https://find.wellspent.co/advisors/jacob-ness.md) | Kreitler Financial | New Haven, Connecticut | CFP | Percentage of assets | | [Ryan Callas](https://find.wellspent.co/advisors/ryan-callas.md) | Greenhouse Wealth Management | Westport, Connecticut | CFP | Percentage of assets | | [Brendan McEwan](https://find.wellspent.co/advisors/brendan-mcewan.md) | RZH Advisors | Stamford, Connecticut | CFP | Percentage of assets, Hourly, Fixed fees | | [Carl Zuckerberg](https://find.wellspent.co/advisors/carl-zuckerberg.md) | RZH Advisors | Stamford, Connecticut | CFP | Percentage of assets, Hourly, Fixed fees | | [Christopher Gunster](https://find.wellspent.co/advisors/christopher-gunster.md) | Fidelis Capital | Greenwich, Connecticut | CFA | Percentage of assets, Fixed fees | | [James Reynolds](https://find.wellspent.co/advisors/james-reynolds.md) | HFM Wealth Management | West Hartford, Connecticut | CFP, CFA | Percentage of assets, Hourly, Fixed fees | | [Lauren Rowland](https://find.wellspent.co/advisors/lauren-rowland.md) | RZH Advisors | Stamford, Connecticut | CFP | Percentage of assets, Hourly, Fixed fees | | [Lily Taft](https://find.wellspent.co/advisors/lily-taft.md) | Main Street Research | Lakeville, Connecticut | CFA | Percentage of assets | | [Lynda Kommel-Browne](https://find.wellspent.co/advisors/lynda-kommel-browne.md) | Round Rock Advisors | Wilton, Connecticut | CFA | Percentage of assets, Fixed fees | | [Omar Dinar](https://find.wellspent.co/advisors/omar-dinar.md) | Riehl, Dinar & Associates | Stamford, Connecticut | | Percentage of assets | | [Spencer Cooper](https://find.wellspent.co/advisors/spencer-cooper.md) | RZH Advisors | Stamford, Connecticut | CFP | Percentage of assets, Hourly, Fixed fees | | [Steven Bokoff](https://find.wellspent.co/advisors/steven-bokoff.md) | Thames Financial Management | Norwich, Connecticut | CFP | Percentage of assets, Hourly | | [Anna Case](https://find.wellspent.co/advisors/anna-case.md) | Founders Capital Management | Hartford, Connecticut | CFP | Percentage of assets | | [Charles Tricomi](https://find.wellspent.co/advisors/charles-tricomi.md) | Greenwich Wealth Management | Greenwich, Connecticut | CFP, CFA | Percentage of assets, Hourly, Fixed fees | | [Dwayne Tyril](https://find.wellspent.co/advisors/dwayne-tyril.md) | Kreitler Financial | New Haven, Connecticut | CFA | Percentage of assets | | [Makenna Flagg](https://find.wellspent.co/advisors/makenna-flagg.md) | Makenna & Company | Darien, Connecticut | CFP | Percentage of assets, Fixed fees | | [Michael Grennan](https://find.wellspent.co/advisors/michael-grennan.md) | Charter Research & Investment Group | Southport, Connecticut | CFA | Percentage of assets, Fixed fees | | [Ted Terrion](https://find.wellspent.co/advisors/ted-terrion.md) | Founders Capital Management | Hartford, Connecticut | CFP | Percentage of assets | | [William Kennedy](https://find.wellspent.co/advisors/william-kennedy.md) | RiskBridge Advisors | Norwalk, Connecticut | CFA | Percentage of assets, Hourly, Fixed fees | | [Aaron Stern](https://find.wellspent.co/advisors/aaron-stern.md) | Main Street Research | Lakeville, Connecticut | | Percentage of assets | | [Allison Costas](https://find.wellspent.co/advisors/allison-costas.md) | Round Rock Advisors | Wilton, Connecticut | | Percentage of assets, Fixed fees | | [Andrew Sawyer](https://find.wellspent.co/advisors/andrew-sawyer.md) | Thames Financial Management | Norwich, Connecticut | CFA | Percentage of assets, Hourly | | [Austin Doebler](https://find.wellspent.co/advisors/austin-doebler.md) | RZH Advisors | Stamford, Connecticut | CFA | Percentage of assets, Hourly, Fixed fees | | [Benjamin Armellini](https://find.wellspent.co/advisors/benjamin-armellini.md) | Main Street Research | Lakeville, Connecticut | | Percentage of assets | | [Besart Beluli](https://find.wellspent.co/advisors/besart-beluli.md) | Round Rock Advisors | Wilton, Connecticut | | Percentage of assets, Fixed fees | | [Bridget Johanson](https://find.wellspent.co/advisors/bridget-johanson.md) | Main Street Research | Greenwich , Connecticut | | Percentage of assets | | [Christopher Pierce](https://find.wellspent.co/advisors/christopher-pierce.md) | HFM Wealth Management | West Hartford, Connecticut | CFA | Percentage of assets, Hourly, Fixed fees | | [Craig Jensen](https://find.wellspent.co/advisors/craig-jensen.md) | Round Rock Advisors | Wilton, Connecticut | | Percentage of assets, Fixed fees | | [Elaine Biersack](https://find.wellspent.co/advisors/elaine-biersack.md) | Round Rock Advisors | Wilton, Connecticut | | Percentage of assets, Fixed fees | | [Elizabeth Baldassari](https://find.wellspent.co/advisors/elizabeth-baldassari.md) | Main Street Research | Lakeville, Connecticut | | Percentage of assets | | [Emily Slama](https://find.wellspent.co/advisors/emily-slama.md) | Main Street Research | Lakeville, Connecticut | | Percentage of assets | | [Henrique Cataldi](https://find.wellspent.co/advisors/henrique-cataldi.md) | Main Street Research | Lakeville, Connecticut | | Percentage of assets | | [Jacob Margo](https://find.wellspent.co/advisors/jacob-margo.md) | Main Street Research | Lakeville, Connecticut | | Percentage of assets | | [Jacob Swartz](https://find.wellspent.co/advisors/jacob-swartz.md) | Main Street Research | Lakeville, Connecticut | | Percentage of assets | | [James Demmert](https://find.wellspent.co/advisors/james-demmert.md) | Main Street Research | Lakeville, Connecticut | | Percentage of assets | | [Janelle Durbin](https://find.wellspent.co/advisors/janelle-durbin.md) | Main Street Research | Lakeville, Connecticut | | Percentage of assets | | [Jeffrey Shaw](https://find.wellspent.co/advisors/jeffrey-shaw.md) | Round Rock Advisors | Wilton, Connecticut | | Percentage of assets, Fixed fees | | [John Zaro](https://find.wellspent.co/advisors/john-zaro.md) | Bourgeon Capital Management | Darien, Connecticut | CFA | Percentage of assets, Fixed fees | | [Michael Roy](https://find.wellspent.co/advisors/michael-roy.md) | Main Street Research | Lakeville, Connecticut | | Percentage of assets | Showing the first 50 of 90. The full list, page by page: https://find.wellspent.co/specialties/family-wealth-transfer/connecticut/?page=2 ## Related - [Estate planning in Connecticut](https://find.wellspent.co/specialties/estate-planning/connecticut.md) - [Retirement planning in Connecticut](https://find.wellspent.co/specialties/retirement-planning/connecticut.md) - [Tax planning in Connecticut](https://find.wellspent.co/specialties/tax-planning/connecticut.md) - [Small business owners in Connecticut](https://find.wellspent.co/specialties/small-business-owners/connecticut.md) - [Executives in Connecticut](https://find.wellspent.co/audiences/executives/connecticut.md) - [Retirees in Connecticut](https://find.wellspent.co/audiences/retirees/connecticut.md) ## About this data Sources and verification: https://find.wellspent.co/methodology/ Query the directory programmatically: https://api.wellspent.co/mcp (MCP, read-only, no auth).