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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
AdvisorHub's 2025 Advisors to Watch (Over $1B)
Evan Gilchrest, CFP®, CRPC® has been named to AdvisorHub's 200 Advisors to Watch (Over $1 Billion in Assets) list for 2025.
Forbes 2025 Best-In-State Wealth Advisors
For the second consecutive year, Evan Gilchrest, CFP®, CRPC® has been recognized as a Best-In-State Wealth Advisor by Forbes for the third time.
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.
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) Keroack
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.
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.
Up Next: A Medicare Primer
Take control of your Medicare journey by joining Janney’s exclusive client webinar!
Recent Event: Janney's Mid-Year Market Update
What’s next for the economy and markets?
Recent Event: Cybersecurity and AI Best Practices
The threat of cybercrime and identity theft looms larger than ever.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
September 04, 2025
9 Considerations for Year-end Planning
As the end of 2025 approaches, it’s a good time to implement strategic tax planning to minimize your tax liability, maximize savings, and get on track for 2026.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
2025 Tax Reform: A Look at Key Changes for Individuals and Families
On July 4, 2025, new tax rules were signed into law under the 2025 Reconciliation Legislation known as the One Big Beautiful Bill Act (OBBBA). OBBBA introduces significant changes to the tax code that will impact how you file your 2025 tax returns—and returns for years to come.
2025 Tax Reform: A Look at Key Changes for Businesses
On July 4, 2025, new tax rules were signed into law under the 2025 Reconciliation Legislation known as the One Big Beautiful Bill Act (OBBBA). OBBBA introduced significant changes to the tax code that may impact taxes for you or your business. How will you prepare?
September Investment Perspectives
In this issue, we explore the possibilities for European equities, inflation dynamics, and September’s cautionary market tone.
Office Information
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.