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At Glastonbury Wealth Management, we take a comprehensive and customized approach to your finances, by understanding your needs and goals and aligning your investment strategies to help meet those goals. Our depth of knowledge and experience, combined with our firm’s capabilities and resources, enables us to provide high quality service, while offering advice and executing financial solutions for every stage of life.
Awards
Forbes 2025 Best-In-State Wealth Advisors
For the second consecutive year, Evan Gilchrest has been recognized as a 2025 Best-In-State Wealth Advisor by Forbes.
Forbes 2025 Best-In-State Wealth Management Team
For the third consecutive year, Glastonbury Wealth Management has been recognized by Forbes as a Best-In-State Wealth Management Team.
Forbes 2024 Best-In-State Wealth Advisors
Evan Gilchrest has been recognized as a 2024 Best-In-State Wealth Advisor by Forbes.
Our Team
No needs are more important than your own. We pride ourselves in making your needs and goals, our own. We don't simply work for you. We work with you to understand who you are as an individual and as an investor. Our mission is to help you to define your financial objectives, and then use that knowledge to develop — together — 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.
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Victor Adler
Executive Vice President / Wealth Management, Financial Advisor
Evan Gilchrest, CFP®, CRPC®
Executive Vice President / Wealth Management, Financial Advisor
Christopher MacPherson, CRPC®
Executive Vice President / Wealth Management, Financial Advisor
James Poliner, AAMS™
Vice President / Wealth Management, Financial Advisor
Michael Rossley, CFP®, CRPC®
Financial Advisor
Rebecca Dotson
Account Executive
Alexis Jankauskas
Registered Private Client Associate
Amanda Toupence
Private Client Associate
Jessica Maheu
Private Client Associate
What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
Free Initial Consultation
Free Initial Consultation
College Saving and Funding Plans
As the price of education continues to rise, affording the cost of higher education may require a customized plan to meet your funding needs, while balancing other expenses and goals.
Financial Planning
No matter where you are in life – we’re here to help you every step of the way. We have the knowledge and experience to analyze your current financial situation, and provide a personalized plan designed to meet your specific needs.
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.
Events
Check out information on upcoming and past events we’re pleased to offer you, virtually and/or in person, on a variety of topics.
Recent Event: Cybersecurity and AI Best Practices
The threat of cybercrime and identity theft looms larger than ever.
Recent Event: Holistic Financial Strategies for Business Owners: Build, Grow, and Transition
Did you know an estimated 65 to 80% of a business owner’s net worth is tied to their business?*
Recent Event: Maximize the Value of Your Business with Insights from an Investment Banker
If you own a business, selling your company could be the most important financial transaction you’ll undertake.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
February 03, 2025
Outlook 2025
When you understand what’s expected for the economy and markets in the coming year, you can better develop a long-term investment strategy. Read our Outlook here.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
Protecting Your Business: The Importance of Insurance
The day-to-day demands of running a business can be all-consuming. This article takes a look at a few important considerations for the protection of you and your business.
Should I Convert From a Traditional IRA to a Roth IRA in a Volatile Market?
Soaring inflation and global conflict have led to ongoing stock market volatility. Retirement savers may be wondering, “Is now a good time to convert to a Roth IRA?”
How to Reduce Taxes on Employer Stock in a 401(k) Plan
If you participate in a 401(k), or other qualified retirement plan that lets you invest in your employer’s stock, consider the tax deferral opportunities of net unrealized appreciation.
Office Information
Address:
Phone:
Email:
Glastonbury
Phone:
(860) 657-1797
Email:
gwm@janney.com
West Hartford (Mailing Address)
Phone:
(860) 657-1797
Email:
gwm@janney.com
Mystic
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.