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Awards
Forbes 2026 Best-In-State Wealth Management Team
For the fourth consecutive year, Glastonbury Wealth Management has been recognized by Forbes as a Best-In-State Wealth Management Team.
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 Management Team
For the second consecutive year, Glastonbury Wealth Management has been recognized by Forbes as a Best-In-State Wealth Management Team.
Our Team
No needs are more important than your own. We pride ourselves on making your goals our goals. 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 define your financial objectives and use that knowledge to develop a plan—together—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 that provide access to education, advice, planning, and consultation.
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Evan Gilchrest, CFP®, CRPC™
Managing Director / Wealth Management, Financial Advisor
Christopher MacPherson, CRPC™
Executive Vice President / Wealth Management, Financial Advisor
James Poliner, AAMS®
Senior Vice President / Wealth Management, Financial Advisor
Michael Rossley, CFP®, CRPC™
Financial Advisor
Rebecca Dotson
Account Executive
Victor Adler
Founding Partner / Financial Advisor Emeritus
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
Plan for More™—supporting your student’s future while protecting your broader financial goals.
As the cost of higher education continues to rise, paying for college often requires more than saving—it often calls for a thoughtful, customized strategy that balances education funding with your broader financial goals.
Financial Planning
Your financial life is shaped by what matters most to you. At Janney, begin by understanding your priorities, then connect your goals to a personalized financial plan designed to help you plan for more—more clarity, more confidence, and more possibility.
No matter where you are in life, we’re here to help you navigate complexity, build a thoughtful strategy, and move forward with purpose. With experience across a wide range of financial situations, we analyze your current circumstances and create a plan tailored to your unique needs and long-term vision.
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.
American Parkinson Disease Association
Proud sponsor of the Magic of Hope Celebrity Competition and Gala, supporting the ADPA’s mission to improve the lives of those affected by Parkinson’s disease.
Amazing Grace Free Community Market
Supporting the Amazing Grace Free Community Market during the 2025 holiday season to help meet increased community needs.
Interfaith Golf Open Tournament
Proud sponsor of the Interfaith Golf Open Tournament for more than a decade, benefiting local families and community programs throughout Middlesex County.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
June Investment Perspectives
In this month’s issue, we look at what’s next for the Strait of Hormuz, compare funds versus bonds, and commemorate the 234th birthday of the New York Stock Exchange.
Plan for 100: Income Planning for a Longer Life
Living longer is no longer just a possibility—it’s a planning reality. With many individuals now living into their 90s and beyond, how can you prepare for a retirement that could last decades?
529 Plans Continue to Evolve: Here’s What Families Need to Know in 2026
529 plans have long been a powerful way to save for education in a tax-advantaged manner. In recent years, however, legislative changes have significantly expanded how these plans can be used—making them more flexible and relevant for a wider range of education and financial planning needs.
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