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Warner Wealth CT

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Warner Wealth CT

Warner Wealth was founded with the mission of guiding our clients through their financial lives. www.finra.org and www.sipc.org www.finra.org/www.sipc.org.

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. We have a NEW Madison Office Located at
869 Boston Post Road, Madison, CT 06443

Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC. Third party posts found on this profile do not reflect the views of LPL Financial and

have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

06/02/2026

Insurance may not be the most exciting topic, but it plays a critical role in protecting the assets and financial security you've worked hard to build.

In the latest episode of Law and Financial Order, Warner Wealth advisor Robyn Collins-Wolcott, CFP®, Estate Planning Attorney Erin Duques, and Insurance Specialist Morgan Krause-Hurd of Anderson-Krause Insurance break down insurance concepts in plain language.

From homeowners insurance and documenting your belongings to umbrella coverage and liability protection, they discuss practical ways to help safeguard your financial future.

🎙️ Listen now to learn:
✔️ How homeowners insurance is calculated
✔️ Why documenting your belongings matters
✔️ What umbrella insurance covers
✔️ Common coverage gaps people overlook

Click here to listen: https://podcasts.apple.com/us/podcast/cover-your-assets/id1810253128?i=1000770598550
Click here to read the blog post: https://www.warnerwealthct.com/blog/law-and-financial-order-cover-your-assets

🎧Available on Spotify, Buzzsprout and Apple podcasts.

05/29/2026

Happy National 529 Day! 🎉🎓

A 529 plan is a powerful education savings tool that offers tax advantages while helping families prepare for future schooling expenses. Whether you're planning for college, private school, or vocational programs, starting early can help make education goals more achievable.

Questions about 529 plans or how to get started? Reach out to your advisor for more information!

05/22/2026

Thank you to everyone who joined us yesterday for a wonderful day in New Haven! ☔️🏛️🍕

Despite the rainy weather, we had a fantastic time exploring Yale’s campus with our student guides and continuing the afternoon together over lunch at BAR.

It was wonderful spending the day with everyone, rain or shine, and we truly appreciate everyone who came out to join us.

We hope you enjoyed the tour, great conversations, and of course the pizza, and we look forward to seeing everyone again at another event soon! ✨

05/14/2026

A few photos from the advisors’ trip to New York this week for iCapital Engage.

James shared: "Honored to have spoken on an industry expert panel for top advisors at Morgan Stanley’s world headquarters in NYC, sharing insights on structured products and how they can be strategically deployed in client portfolios.

Grateful to Morgan Stanley for hosting and to my fellow panelists Phillip Bell and Tom Trax (fellow LPL advisors) and Conor Ward, exec director at Morgan Stanley for a sharp, thoughtful discussion. Conversations like these — among advisors who genuinely care about delivering better outcomes for their clients — are what move our industry forward.

Always learning, always sharpening the craft."

05/12/2026

James and his family spent last week in London for the LPL Summit+ — celebrating an incredible milestone and making meaningful memories together along the way.

“What an honor to be recognized at this year's LPL Summit+ in London as one of the top 225 advisors and among the top 25 fastest growing! What a gift to share the moment with the people who matter most.

Recognition like this is never a solo achievement. It belongs to the incredible team at Warner Wealth who show up every day for our clients with care, expertise, and heart. You're the reason we were there, and the reason this work means what it does. I'm grateful — and a little humbled — to get to build something meaningful alongside each of you.

To Emily and the boys: thank you for making the trip unforgettable. Getting to experience London together, away from the everyday, reminded me why we do any of this in the first place. The work matters because the people you come home to matter more.”

We’re so proud of James and this recognition and grateful for the people behind it — our team, our clients, and the families who make it all possible. ✨

05/10/2026

Happy Mother’s Day from all of us at Warner Wealth! 💐

This week, we’re especially grateful for the incredible mothers on our team who show up every day with leadership, patience, perspective, and heart, while balancing so much beyond the office.

The care and dedication they bring to both their families and our workplace do not go unnoticed, and we are thankful for everything they contribute each day.

Today, we celebrate and appreciate all moms and the many ways they make a difference.

Wishing you a very happy Mother’s Day! 💛

05/05/2026

In Part 2 of this Law and Financial Order episode, Warner Wealth Advisor Robyn Wolcott, CFP®, Estate Planning Attorney Erin Duques, and Dr. Joseph Sacco, Chief Medical Officer at Connecticut Hospice, continue their discussion on advance healthcare planning.

They explore healthcare representatives, living wills, and MOLST/MOST forms, and how each plays a role in ensuring your wishes are respected when you cannot speak for yourself.

The conversation also reinforces the importance of clear communication with your chosen decision-makers and loved ones to help prevent confusion in a crisis.

🎧Available on Spotify, Buzzsprout, and Apple Podcasts

Click here to listen: https://podcasts.apple.com/us/podcast/law-and-financial-order/id1810253128

Click here to read the blog post: https://www.warnerwealthct.com/blog/law-and-financial-order-final-curtain-end-of-life-planning-finding-com-1

05/01/2026

Big congratulations to Robyn Wolcott on earning her CERTIFIED FINANCIAL PLANNER™ certification! 🎉

This is a major accomplishment and a meaningful step in her professional journey, reflecting her hard work, persistence, and commitment to serving clients at the highest level at Warner Wealth.

The CFP® certification is considered the gold standard in financial planning. It requires completing advanced education, real-world experience, and passing a rigorous six-hour exam that covers investment planning, retirement strategies, taxes, insurance, and estate planning.

Robyn shared her perspective throughout the process, offering a real look into the dedication and mindset behind this achievement. Her journey reflects not only technical growth, but also her continued focus on helping clients feel more confident and understood in their financial lives.

We couldn’t be more proud of you, Robyn! 👏

Click here to read more: https://www.warnerwealthct.com/blog/robyn-wolcottof-warner-wealthearns-cfp-certification-marking-a-mileston

04/27/2026

Thank you so much to everyone who joined us for our Warner Wealth Family Day at the Beardsley Zoo! 🦁

It truly meant a great deal to spend the day together. From exploring the zoo and seeing the animals up close to sharing those moments with your families, the day was filled with connection, laughter, and memorable experiences.

One of the highlights for us was seeing your children and grandchildren, their excitement brought an extra layer of joy to the day.

We’re also delighted to share a collection of beautiful photos captured by photographer Noah Butler, which perfectly reflect the energy of the event.

We’d also like to extend a special congratulations to Lucy for her impressive performance in the scavenger hunt! 🎉

Thank you again for being part of such a special day. We look forward to many more opportunities to connect and celebrate together.

04/23/2026

Yesterday at the CT FPA Conference, James, Robyn, Rachael and Bette Lynn had a great time connecting with peers and strengthening relationships across the industry.

It was especially meaningful to reflect on meeting Bette Lynn for the first time three years ago—a reminder of how quickly connections can turn into lasting relationships.

Address

1 Enterprise Drive, #105
Shelton, CT
06484

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Telephone

+12039292727

Website

https://www.warnerwealthct.com/

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