Wooster Corthell Wealth Management

EST. AUM
$501,216,316

CONTACTS
1

CLIENT ACCOUNTS
1,143

Firm Details

Metro area Hartford
CRD Number 112243
Website woostercorthell.com
Client types

Overview

Wooster Corthell Wealth Management, Inc. is an independent, fee-only investment advisory firm founded to deliver personalized financial guidance without the influence of commissions or affiliations with product providers. The firm offers tailored investment management services to a broad client base that includes individuals, families, trusts, retirement plans, charitable organizations, and small businesses. Clients engage with the firm through direct consultations, where goals, risk preferences, and time horizons are assessed. Based on this analysis, Wooster Corthell provides asset management services structured through formal agreements. Clients retain full control of their accounts while the firm manages investments under limited trading authority. Custodial responsibilities remain with third-party institutions, ensuring that client assets are not held directly by the firm. The firm’s investment strategies prioritize transparency and discipline, using diversified investment vehicles to meet each client’s unique objectives. Wooster Corthell does not provide hourly or project-based consulting, maintaining a focus on ongoing, relationship-based portfolio management.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Wooster Corthell Wealth Management

Platform Details

Investment Preferences

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