Business Information
OES Wealth Partners is a boutique wealth planning firm providing high-level financial planning and wealth management services to successful 50-year-old+ entrepreneurs, executives, and their family members. Our practice limits the number of clients to ensure the level of focused attention that you and your family deserve. If your goals center around investing, wealth planning, tax reduction, the sale of your business, multi-generational planning, or equity compensation, we can help. In addition to our commitment to our client’s financial well-being, we are a mission-driven company dedicating time and resources to help first-generation college students in Connecticut to achieve their goals.

Map location Select here to view map

Editing or updating this listing

Update your details here if you are unaware of any log-in information for this listing.

Disclaimer

Opinions expressed within reviews are those of the individual author and are not the views or opinions of Lowi Ltd, My Local Services or any of its employees.

If you have an issue with any review comments then please fill in the review issue form and include as much detail as possible.

Incorrect data:
If you want to report incorrect information on this web page, then please contact us and outline the issue. We aim to resolve most problems within one business day.