Wealthshape, LLC

Wealthshape, LLC is a wealth management firm in South Windsor, CT, located at 360 Bloomfield Ave Suite 301. The firm provides fiduciary financial advice, customized financial planning, and investment management services. It specializes in low cost factor based investing and delivers advice through Certified Financial Planners. Services include retirement plan consulting for 401(k), Profit Sharing, and Defined Benefit plans. The business operates as a fee only advisor and does not accept commissions. It holds a 5.00 rating based on customer reviews. WealthShape combines customized financial planning from CFP professionals with scientific portfolios designed to reward investors based on factors that historically drive return. Founder Timothy Baker, CFP, MBA, developed the firm’s approach after spending over a decade addressing problems in the financial services industry. He previously served as an advisor, consultant, portfolio manager, and vice president for institutional money management firms with billions of dollars in assets under management. The firm’s strategy relies on three core ideas: services delivered responsibly as a fiduciary, investing based on empirical evidence and academic research, and objective, ongoing financial planning. Clients receive unlimited access to their CFP professional and comprehensive access to all investments, goals, and progress through a secure location. The firm provides fiduciary investment advisory and consulting services to business owners seeking to increase deferrals, attract key people, and provide secure retirement for employees. WealthShape also develops and maintains model portfolios, identifies Qualified Default Investment Alternatives, and supports Department of Labor and IRS audits. The firm regularly conducts employee education and enrollment meetings and monitors investment performance and expenses. WealthShape is recognized for its positive rating from the customers who have reviewed it. The firm’s fee only structure and fiduciary responsibility ensure that recommendations are based on what is best for the client. Clients benefit from advice and investment design based on reason and empirical evidence rather than speculation. The firm makes CFP professionals available to all clients, not just the ultra wealthy. Wealthshape, LLC delivers evidence based investment management and fiduciary advice to clients in South Windsor and surrounding Connecticut communities. Its focus on low cost factor based investing and objective financial planning provides a clear path to meeting long term financial goals.

The firm sits on Bloomfield Avenue in South Windsor, CT, just a short walk from the Windsor Volunteer Firefighter Memorial Overpass and the Windsor Volunteer Fire Department Company 1.

BizScoreAI gives the business a Content score of 81 out of 100, which means the website holds substantial and relevant material that search engines reward with better visibility. The Discoverability score is 75 out of 100, ensuring AI crawlers can access every page so the business can be recommended by AI assistants. BizScoreAI also notes that the firm ranks number 2 of 3 Wealth Management businesses scored in South Windsor.