Wealth Consultants
Finance · Connecticut, United States · 1-10 Employees
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Overview
Headquarters
2777 Summer St Ste 509, Stamford, Connec...Phone Number
(203) 352-2940Website
www.wci-ct.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
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About Wealth Consultants
Wealth Consultants, Inc. specializes in tailored retirement and business planning services aimed at affluent professionals and business owners aged 55 and above, with a minimum net worth of $5 million or an annual income of $250,000. The firm offers a tax-efficient wealth process that enhances retirement and estate structures, helping clients navigate market risks and long-term healthcare costs. Founded by Donald S. Harmelin, the company emphasizes a fiduciary approach, ensuring that clients' best interests are prioritized in financial planning. With over 35 years of experience, Wealth Consultants, Inc. provides personalized strategies to achieve financial objectives for retirement and family wealth transfer.Explore more
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Wealth Consultants, Inc. specializes in tailored retirement and business planning services aimed at affluent professionals and business owners aged 55 and above, with a minimum net worth of $5 million or an annual income of $250,000. The firm offers a tax-efficient wealth process that enhances retirement and estate structures, helping clients navig... Read More
