What are the opening hours?

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

Warner Wealth CT

Home
United States
Shelton, CT
Warner Wealth CT

Call Directions Website Contact the business

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.

10/09/2026

Today we’re celebrating someone who brings so much warmth, energy, and heart to the Warner family. Your support, encouragement, and presence mean so much, not only to James, but to everyone lucky enough to know you. 💗

We’re so grateful for all that you do behind the scenes and for the love and support you bring to James and everything he’s building. Beyond that, you’re an amazing mom to three very lucky boys, and it’s so special to see the love and memories you share as a family.

Wishing you a wonderful birthday filled with all the things you deserve, quality time with your family, lots of laughter, beautiful memories, and plenty of celebrating!

Happy Birthday, Emily! 🎂🎉🎈

10/07/2026

How much cash should you keep at home?

It's a question that comes up more often than you might think. While keeping some cash on hand can make sense, hiding larger amounts around the house may create risks that many people overlook, from theft and damage to the possibility that loved ones may never find it.

In our latest episode of Law and Financial Order, Financial Advisor Robyn Wolcott, CFP® and Estate Planning Attorney Erin Duques discuss common cash-hiding habits, the role of emergency savings, and how a thoughtful wealth management strategy can help ensure your money remains secure and working toward your goals.

Because in the end, money isn't just something to store, it's a tool to help create opportunities, flexibility, and long-term financial confidence.

🎧 Listen to the latest episode: https://podcasts.apple.com/us/podcast/law-and-financial-order/id1810253128
🔗 Read the full blog on our website: https://www.warnerwm.com/law-and-financial-order-beyond-the-mattress

09/29/2026

On the latest episode of Physician Wealth Meds, Warner Wealth Financial Advisor Kevin Sullivan speaks with Dr. John Daggett about how building and owning a medical practice can become an important part of a physician's broader financial picture.

Dr. Daggett's experience highlights several wealth-management considerations for business-owning physicians: creating predictable cash flow, building a business asset, balancing practice growth with personal financial goals, planning for retirement, and eventually considering the value or transition of the practice.

For physicians, comprehensive wealth management can mean looking beyond an investment portfolio and considering the full picture of what you're earning, what you're building, and what you may eventually transition.

🎧 Listen to the latest episode of Physician Wealth Meds: https://lnkd.in/gXyTQW92

Click here to read the blog: https://lnkd.in/eWf6zX4z

09/25/2026

A beautiful evening on the Connecticut River! 🌅🐦

We gathered aboard the Onrust in Essex to experience the annual Tree Swallow migration and witness the “final dance”, a breathtaking natural display as thousands of swallows gather above the river before beginning their journey south.

From the incredible formations overhead to the beautiful sunset over the Connecticut shoreline, it was a wonderful evening filled with good food, conversation, and time together. 🌊✨

Thank you to everyone who joined us and made the evening so memorable!

09/23/2026

James A. Warner, CFP® is in Boston this week for Fidelity's Advisor Growth & Investment Forum, spending time with some of the top advisors from across the country.

A note from James:

A special thank you to Michael A. Rao, CIMA®️ for the invitation. I truly appreciate it.

Rooms like this are where the best ideas get sharpened: how leading firms are growing, where the markets are heading, and how we can keep delivering more for the families we serve. I'm bringing home fresh perspective on portfolio strategy and on how we continue to integrate tax, investment, and estate planning for our clients at Warner Wealth.

It's also been great to share the experience with good friends Janet Fox and Steven Van Houten, CFP®. Always energizing to learn alongside people this committed to their clients.

09/21/2026

A great few days in Newport! ⚓️

We were proud to welcome clients and friends to the Newport International Boat Show for time on the water, great conversations, and an unforgettable New England weekend.

Thank you to everyone who joined us — we loved spending time with you in Newport!

09/16/2026

A great few days in Savannah, Georgia for LPL Financial’s Independent Leadership Advantage conference!

We were proud to have James Warner CFP®, Robyn Wolcott, CFP®, and Shannon Cushing represent Warner Wealth and share their leadership experience during the session, “From Strategy to Ex*****on – Leading Through the Team.”

James, Robyn, and Shannon discussed how strategic priorities are translated into day-to-day ex*****on, the importance of team collaboration and decision-making, and how aligning around shared goals can help drive meaningful results.

We’re grateful for the opportunity to share our experiences, learn from other leaders across the industry, and continue growing as a team.

09/11/2026

Today, we remember.

On September 11, we honor the lives lost and the families, friends, and communities forever changed by that day.

We also remember the extraordinary courage of the first responders, service members, and everyday Americans who stepped forward to help others in the face of unimaginable circumstances.

At Warner Wealth, we pause today to remember, to honor, and to reflect on the strength and compassion that brought people together.

We will never forget.

09/09/2026

New Episode of Law and Financial Order! 🎙️

RMDs are a required part of retirement, but they don’t have to catch you by surprise.

Financial Advisor Robyn Wolcott, CFP® and Attorney Erin Duques break down what RMDs are, when they begin, and strategies that may help manage their tax impact, including Roth conversions, QCDs, and estate planning.

Listen to the latest episode to learn how planning ahead can help you make the most of your retirement assets.

And remember—just like a BLT, it’s all about the right ingredients and timing!

Click here to read more: https://www.warnerwealthct.com/law-and-financial-order-the-rmd-blt
Click here to listen: https://podcasts.apple.com/us/podcast/the-rmd-blt/id1810253128?i=1000788477106

09/07/2026

Happy Labor Day from the Warner Wealth Team! ✨

Today, we’re celebrating the hard work, dedication, and perseverance that help move our communities forward.

As a wealth management firm, we know that building a strong financial future takes commitment—much like the work we celebrate today.

Wishing our clients, colleagues, and community a safe and relaxing Labor Day!

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/

Alerts

Be the first to know and let us send you an email when Warner Wealth CT posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Warner Wealth CT:

Want your business to be the top-listed finance company in Shelton?