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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 2024 Best-In-State Wealth Advisors
Evan Gilchrest has been recognized as a 2024 Best-In-State Wealth Advisor by Forbes.
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.
Forbes 2023 Best-In-State Wealth Management Team
Glastonbury Wealth Management has been recognized as a Best-In-State Wealth Management Team 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™
Wealth Management, 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 college requires 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.
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 Event: A Medicare Primer
What's Medicare? Do you need it? How and when do you enroll?
Recent Event: Janney's 2024 Mid-Year Market Update
What’s next for the economy and markets?
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
October 01, 2024
Estate Planning for Procrastinators
While you cannot predict serious illness or accidents, for your peace of mind now and your family's financial future, be prepared in advance with proper estate planning.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
Discover Generous New Tax Credits for Start-Up 401(K) Plans
Newly expanded tax credits provide welcome relief from the costs associated with plan administration and company contributions.
Tax-Smart Charitable Gifting Strategies
Take advantage of the current tax rules to support the charities you care about and save on your taxes at the same time. This article features strategies to consider.
Building a Personalized Asset Allocation
Learn how a well-defined asset allocation guides the path your investment portfolio follows to achieve your long-term financial goals.
Office Information
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.