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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.

06/21/2026

Happy Father’s Day from Warner Wealth! 💙

Today, we celebrate all fathers and are especially grateful for James and the dads on the Warner Wealth team. Your dedication to your families, leadership, and unwavering support of those around you make a lasting impact both at home and in the workplace.

The values you demonstrate every day, integrity, commitment, and putting others first, are reflected in the trusted relationships you build and the guidance you provide to our clients.

To all the fathers in our Warner Wealth family, thank you for the example you set, the wisdom you share, and the countless ways you support those who depend on you.

We hope you enjoy a wonderful Father's Day surrounded by family, friends, and the people who matter most.

06/18/2026

Just wrapped an incredible few days at Wharton for the Business Leaders Forum sponsored by LPL Financial.

The best way I can describe it? This is the Top Gun of financial advisors at LPL—a room full of the sharpest, most driven people in our industry, all pushing each other to think bigger and build better. I left with a notebook full of ideas and a renewed sense of what’s possible for the families and clients we serve.

I’m genuinely honored to have had a seat in that room. But here’s the truth: ideas are only as good as the people who execute them. And I am beyond blessed to have a team back home that turns vision into reality every single day. None of what we’re building happens without them.

Grateful for the experience, energized for what’s next, and already getting to work.

06/15/2026

We're hiring! 📣

At Warner Wealth, every client relationship matters. As our firm continues to expand, we're excited to announce that we're hiring a Client Service Associate (CSA) to join our team.

This role is perfect for someone who enjoys helping others, thrives in a fast-paced environment, and is passionate about delivering an exceptional client experience.

The Client Service Associate plays a vital role in supporting our advisors, assisting clients, and helping ensure every interaction reflects the high level of service Warner Wealth is known for.

If you're detail-oriented, organized, professional, and interested in building a career in wealth management, we'd love to hear from you.

To apply, email Ryan Duques at [email protected].

Click here to read more: https://www.warnerwealthct.com/blog/warner-wealth-is-growing-were-hiring-a-client-service-associate

06/11/2026

Are you building wealth or just staying busy? 💭

In the latest episode of Physician Wealth Meds, Kevin Sullivan, Financial Advisor at Warner Wealth, sits down with Dr. David Phelps, former dentist and founder of Freedom Founders, to discuss a challenge many physicians face.

After a personal family health crisis, Dr. Phelps realized that true wealth isn’t just about accumulation, it’s about having the flexibility, freedom, and financial independence to prioritize what matters most.

In this episode, they explore:

✔ Building income beyond your practice
✔ Creating financial optionality
✔ Planning for life transitions before they arrive
✔ Aligning your wealth with your purpose

Click here to listen: https://podcasts.apple.com/us/podcast/redefining-wealth-optionality-for-physicians/id1677175618?i=1000768433635
Click here to read our blog: https://www.warnerwealthct.com/blog/physician-wealth-meds-title

🎙️Available on Spotify, Buzzsprout, Apple Podcasts and YouTube.

06/08/2026

We are excited to welcome five talented interns to Warner Wealth this summer!

Over the coming weeks, our interns will be working alongside employees across our tax, operations, tech, and marketing teams, gaining hands-on experience while contributing to meaningful projects that support our clients and our firm's continued growth.

At Warner Wealth, we believe in investing in the next generation of professionals by providing real-world learning opportunities, mentorship, and exposure to the many moving parts that make a successful organization thrive.

Please join us in welcoming our summer 2026 interns! We look forward to helping them learn, grow, and develop new skills while they bring fresh perspectives and ideas to our team.

Welcome to Warner Wealth, we're glad you're here!

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. ✨

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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