“Our clients appreciate that we are working for them every day, and always thinking about ways we can responsibly advise and guide.”
— Andrew Worthington
You’ve created your wealth through hard work and a desire to provide for your family. Your success may be presenting new questions about what comes next. What does your second act look like? What help would you like to give to your children and grandchildren? What do you worry about?
We are an experienced team of Financial Advisors and skilled support staff. Our team is dedicated to a commitment to serving our clients with excellence. From retirement income planning to risk management to legacy creation, we know how to make all aspects of your financial situation work in harmony. Our comprehensive and empathetic approach can help you address the uncertainties and face the future with confidence.
Thomas Lips, Andrew Worthington and Ashley Martella have been recognized as industry leaders
- Andrew Worthington, Forbes Best-In-State Wealth Advisors, 2018, 2019, 2020
- Ashley Martella, Forbes Best-In-State Wealth Advisors, 2019, 2020
- Thomas Lips, Forbes Best-In-State Wealth Advisors, 2018, 2019, 2020
- Thomas Lips, Barron's Top 1,200 Financial Advisors, 2014, 2015, 2016, 2017, 2018, 2019
- Thomas Lips, Barron's Top 1,000 Financial Advisors, 2012, 2013
Committed to you and your family
As our client, you can rely on five Financial Advisors and several talented client service associates for any questions or concerns you have. We seek to streamline your complex financial picture, giving you more time for what matters most.
While we cannot control what the markets do from day to day, we can control how we work with you. Our team culture is built around responsive and respectful service. We clearly communicate what you can expect from us, and we honor that commitment. You will always be able to reach a team member—not voicemail—during the business day.
Our close relationships with clients are the focus of our practice. We know you’re busy, so we’ll manage the time-consuming day-to-day financial tasks for you. In addition, we will communicate with you as often as you like, and in whatever form you prefer.
Committed to financial planning
We start with planning, not with portfolios. We spend time learning about your needs, goals and objectives. These intimate conversations allow us to understand you and design a plan that reflects your life.
Planning starts with talking. We’ll ask about your retirement goals, college costs for children and grandchildren, insurance needs, wealth transfer plans and charitable wishes. We want to know where you’ve been—and where you want to go.
Our team will help quantify your most important goals and create a financial plan that ensures nothing is overlooked. The plan is a living document that we’ll keep current by regularly asking what has changed in your life. When the time is right, we can talk about involving your children in the stewardship of your wealth.
We are experienced in building and managing discretionary portfolios, but we view investment management as the means to an end. Our main focus is the pursuit of your hopes and dreams.
Committed to our community
We work and live in the greater Hartford area like many of our clients. Our team members take an active role in several community organizations that we find meaningful. We can help you design a giving strategy, and also assist nonprofits that you and your family support.
As Advisors who are experienced donors and volunteers, we can incorporate philanthropy into your financial plan. We’ll address your near-term charitable goals, as well as the philanthropic legacy you wish to leave. Our goal is to help you maximize your impact while giving in a tax-smart way.
We also serve endowments, foundations and other nonprofit organizations, helping them to define and execute their vision. Our areas of focus include investment policy and fiduciary planning, asset allocation, and manager search and recommendation.
We believe we’re all in this together. Our team members have held board positions with a broad number of groups that work to make Hartford and Connecticut and beyond better, including,
- Hartford Foundation for Public Giving
- The Village for Families and Children
- Hartford Stage
- The Bushnell Center for Performing Arts
- The World Affairs Council
- Children’s Educational Opportunity Foundation of CT
- Watch Hill Chapel
- Kingswood Oxford School
- Junior Achievement
- The Mercy House
- Estate Business Planning Council of Hartford
- Anti-Defamation League
- Hebrew Healthcare
- Jewish Federation
- Hartford YMCA
- UConn National Alumni Committee
Committed to lifelong learning
Since we founded our practice more than 30 years ago, knowledge has been a core value of our team. We emphasize continuing education and are constantly seeking to enhance our ability to address clients’ complex needs.
Our team members offer a robust range of skills and certifications. We put significant time and effort into deepening our industry knowledge. While our years of experience give us a keen understanding of financial planning, wealth management and investment analysis, there are always new skills and techniques to acquire.
We seek to be the trusted advisor for all of your family’s financial needs. To that end, some of our many credentials include:
- Two CFA® charterholders
- Certified Private Wealth Advisor®
- Two CERTIFIED FINANCIAL PLANNER™ professionals
Ebb and Flow
Long River Wealth Management speaks with business, community, and thought leaders on the subjects shaping our culture, driving financial markets, and touching our lives. Join us to hear the most fascinating among us discussing their inspirational stories.