HTG Investment Advisors Inc.
Company

HTG Investment Advisors Inc.

Financial Services New Canaan, Connecticut, United States 15 employees
Employees
15
Contacts
3
Emails
3
Phones
2

HTG Investment Advisors Inc. Overview

Headquarters
New Canaan, Connecticut, United States
Industry
Financial Services
Employees
15
Founded
1993
Funding
2025
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About HTG Investment Advisors Inc.

Founded in 1993, HTG is a fee-only, Registered Investment Advisor dedicated to helping individuals and families achieve their financial goals. Whether you are focused on having sufficient assets for your lifetime, passing wealth on to future generations or supporting charities, we can guide you. We work to understand your unique family and financial circumstances and create a customized plan to meet your objectives through a blend of financial planning and investment management. What began as a team of two has grown to a firm of twelve knowledgeable professionals dedicated to fully understanding you, your family and your specific needs. Our thoughtful approach, collective credentials, experience and longevity set us apart.

HTG Investment Advisors Inc. Contact Details

People in AeroLeads
4
With contact data
3
Email contacts
3
75.0% coverage
Phone contacts
2
50.0% coverage

HTG Investment Advisors Inc. Org Chart

Sample employees and titles
Name Title Contact
Kerry Connell Financial Advisor at Htg Investment
Email
Emily Wade Adams
View
Robin Sherwood, Cfp ® Experienced Fee-only Advisor at Htg
Email Phone
Amy Sheinberg Client Services Manager at Htg
Email Phone

Employees by Management Level

Individual contributor 2 profiles
Manager 1 profile

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