Lawson Wealth Advisors | West Hartfort, CT | Financial Advisors

At Lawson Wealth Advisors, we exhibit the competence and investment focus that are the hallmarks of highly skilled and experienced financial advisors. We believe that:

• Investing is a continuum, a long-term process with safety of principal as the primary focus.

• Getting to your destination depends on the course you chart and the corrections made.

• An experienced guide and advisor is essential to successful achievement of your financial goals.

It's in the financial specifics where our investing difference sets us apart. That difference includes both our experience and our knowledge. Rick is the first to say that knowledge, appropriately shared and pragmatically applied, has been his lifelong passion. Knowledge, acquired academically, professionally and personally, is the wellspring of his long professional career, and the basis for his many client referrals. We utilize sound professional judgment, pragmatic intuition and grounded experience to help our clients meet their long-term financial goals.

As you work with us, you'll understand how we developed listening skills and creative questioning begins the relationship process, and collectively clarify your objectives. For each individual, we apply our range of experience and knowledge to best fulfill your specific goals. As you continue to work with Lawson Wealth Advisors, we competently and collaboratively work as your partner, recharting your course so that investment objectives best evolve to meet any changing life circumstances.

Our Team

No needs are more important than your own. At Janney, our client commitment is the same today as it has always been; for over 180 years, we've made your needs, your 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. We help you to define your financial objectives—whether you are an individual or corporate investor—and then use that knowledge to develop, together, an investment plan that addresses today's needs and tomorrow's goals. We pride ourselves on being a total financial planning resource. When you join us as a client, you gain access to education, advice, planning and consultation, all with you as its focus. We offer you financial planning, portfolio and wealth management strategies and access to new investment products and opportunities as they arise.

What We Do

No matter where you are in life – we’re here for you through every step of your financial journey.

Business Retirement Plans

We are committed to working with your organization to deliver innovative, results-oriented strategies. Our step-by-step process has been developed to help you reach your goal of offering a well-designed plan, with high-level service, that helps your valued employees achieve financial security.

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 provide a personalized plan designed to meet your 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.