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Warner Wealth CT

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Shelton, CT
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.

08/25/2026

🩺💰 For physicians, financial well-being is about more than building wealth.

On the latest episode, Financial Advisor Kevin Sullivan, AIF®, hosts Jordan Grumet, MD, to discuss physician burnout and the growing pressures of practicing medicine.

From a financial planning perspective, the conversation raises an important question: How can physicians build financial independence that gives them greater freedom over their time and priorities?

🎧 Click here to listen: https://podcasts.apple.com/us/podcast/physician-wealth-meds-a-wealth-podcast-for-doctors/id1677175618
📖Click here to read the blog: https://www.warnerwealthct.com/physician-wealth-meds-the-healthcare-heist-the-hidden-forces-changing-medicine

08/14/2026

🌊⚓️ We had a wonderful evening on the water!

The Warner Wealth team enjoyed a beautiful cruise through Connecticut’s Thimble Islands, taking in the scenery, sharing plenty of laughs, and spending quality time together outside the office. 🛥️☀️

Events like this are a great reminder that some of the best moments happen when we step away from the day-to-day and simply enjoy time together. We’re grateful for our clients and for a beautiful summer evening along the Connecticut coast! 🥂🌅

08/13/2026

A big congratulations to James Warner! 🎉🏆

We’re proud to announce that James Warner, CFP®, CEO and Lead Wealth Advisor at Warner Wealth, has been ranked No. 162 on AdvisorHub’s 2026 list of the 1,000 Advisors to Watch!

This national recognition celebrates advisors who demonstrate strong growth, leadership, professionalism, and a commitment to exceptional client service.

James has worked tirelessly to build a firm centered around people, relationships, and doing things the right way — and this recognition is a wonderful reflection of that vision.

While this honor recognizes James, he’ll be the first to say it’s a team effort. We’re incredibly proud of James and the entire Warner Wealth team who make it possible every day.

Congratulations, James! Well deserved! 👏🥂

View the full ranking: https://www.advisorhub.com/advisors-to-watch-under-1b-2026/
Read the blog: https://www.warnerwealthct.com/blog/warner-wealth-recognized-by-advisorhub-among-nations-top-advisory-teams

08/12/2026

We’re excited to announce that Warner Wealth has been named to the 2026 Inc 5000 list for the second consecutive year! 🎉

This year, Warner Wealth ranks:
• No. 1,712 overall
• No. 129 in Financial Services
• No. 11 in Connecticut

We’re especially proud to have climbed nearly 1,400 spots overall compared to last year’s ranking.

This recognition is a reflection of the people behind Warner Wealth—our clients who trust us, our team who continues to push forward, and our commitment to delivering an exceptional client experience.

We’re incredibly grateful for this recognition and even more excited about what’s ahead.

Thank you for being part of the Warner Wealth journey!

Read the full ranking: https://lnkd.in/gfeprSuD
Read our blog: https://lnkd.in/g7ieXgKt

08/04/2026

Have you ever wondered who would handle your financial affairs if you became unable to?

In the latest episode of Law and Financial Order, Financial Advisor Robyn Wolcott, CFP®, and Attorney Erin Duques explore the essential role a Power of Attorney plays in protecting you during your lifetime.

They discuss the difference between financial and healthcare decision-making, explain the significance of "hot powers," share why Powers of Attorney should be reviewed regularly, and offer practical guidance for choosing the right person to act on your behalf.

This is an important conversation for anyone looking to strengthen their estate plan and better prepare for the unexpected.

🎧 Click here to listen: https://podcasts.apple.com/us/podcast/law-and-financial-order/id1810253128
📖 Click here to read the blog: https://www.warnerwealthct.com/law-and-financial-order-i-have-the-power

07/28/2026

🩺 Physicians spend their careers helping others live healthier lives—but who reminds them to care for themselves?

In the newest episode of Physicians Wealth Meds, Kevin Sullivan, AIF®, welcomes former Team USA decathlete and strength & longevity coach Mark Jellison to discuss one of the biggest challenges facing healthcare professionals today: making time for their own well-being.

Together, they explore how simple, sustainable habits—not endless motivation—can improve energy, strength, resilience, and long-term health. The conversation is packed with practical insights for physicians looking to prioritize themselves without adding more to their already demanding schedules.

🎧 Tune in today and learn why investing in your health may be the most important investment you ever make.

Click here to read the blog: https://www.warnerwealthct.com/physician-wealth-meds-why-so-many-doctors-neglect-their-own-health-and-how-to-fix-it
Click here to listen: https://podcasts.apple.com/us/podcast/why-so-many-doctors-neglect-their-own-health-and-how-to-fix-it/id1677175618?i=1000778713305

07/24/2026

What a wonderful evening! ✨

Thank you to everyone who joined us for our Madison Open House & Office Reveal.

We loved welcoming you into our newly renovated space, sharing this exciting milestone, and spending time with so many wonderful clients and friends. Your continued trust and support mean the world to us.

We look forward to seeing you again soon!

07/22/2026

Today we're celebrating Quinn's 5th birthday! 🎉🎂

From everyone at Warner Wealth, we hope your special day is filled with cake, presents, lots of adventures, and all of your favorite things.

Thank you for bringing so many smiles to our team!

Happy 5th Birthday, Quinn! 🥳🎈💙

07/17/2026

👀 Sneak peek!

Here's a look at our newly renovated Madison office! Every detail of our refreshed space was thoughtfully designed with our clients in mind, creating a warm, welcoming environment where we can continue to serve you for years to come.

Come see it for yourself!

🎉 Join us next Thursday, July 23, from 4-6PM for our Madison Office Open House!

Stop by to tour the office, chat with the team, enjoy light refreshments, and celebrate this exciting milestone with us. We'd love to see you there!

Click here to RSVP: https://www.warnerwealthct.com/events

07/13/2026

📣 Warner Wealth is Growing—We're Hiring!

We're excited to add two new positions to our team:

• Operations Manager
• Administrative Support Specialist

If you're organized, proactive, and passionate about delivering exceptional client experiences, we'd love to hear from you.

At Warner Wealth, you'll join a collaborative team that's committed to making a meaningful impact for our clients while supporting one another every step of the way.

📍 Full-time, in-office positions based primarily in Madison, CT.

To apply, send your resume to [email protected].

Click here to learn more about the Operations Manager role: https://www.warnerwealthct.com/blog/operations-manager-role

Click here to learn more about the Administrative Support Specialist role https://www.warnerwealthct.com/blog/administrative-support-specialist

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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