Who We Are
Our Team
With over 50 years of combined industry experience, we help you to define your financial objectives, and then use that knowledge to recommend a plan that is tailored to fit your unique needs and preferences, and is in your best interest. We’re proud to offer comprehensive financial planning resources, providing you access to education, advice, planning, and consultation.We engage with our clients to create and recommend a “game plan” to help them in reaching their goals and dreams. To us, success depends on strong communication, adaptability to evolving circumstances, and a steadfast commitment to our clients’ life goals. We take great pride in serving many generations of clients. We proudly celebrate with them their retirements, dream homes, the births of children and grandchildren, graduations, and the creation of lasting legacies that they are able to share with future generations.
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Community Involvement
We’re proud to support the communities we live and work in. We strive to connect with our communities in a meaningful way, bringing about positive change and helping to provide services and resources to help them thrive.
AAUW Book Author Luncheon
Judge Trevethan Wealth Advisors was proud to sponsor AAUW-LCV's Book Author Luncheon. The money raised provided scholarships to six deserving recipients.
Chrysalis Center Butterfly Bash
We are honored to support such a wonderful cause in the Chrysalis Center of Hartford CT at their annual Butterfly Bash!
Client Appreciation
Donna Judge and Scott Trevethan held their 2019 Client appreciation event at the S & P Oyster House in Mystic, CT.
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
