Medallion Wealth Advisors, Llc

Medallion Wealth Advisors, Llc company information, Employees & Contact Information

Updated May 2026

Quick answer

Medallion Wealth Advisors, Llc is a Investment Management company and founded in 2010. It has approximately 7 employees on record. Contact data was last refreshed in May 2026. Find Medallion Wealth Advisors, Llc's verified employee emails, phone numbers, headquarters address, and key decision makers below.

Medallion Wealth Advisors (MWA) is an independent investment advisory firm which is dedicated to providing high quality advice, research and service. Integrity, discretion, transparency, objectivity and proactive communication are the character of our organization. Our Consultative Approach We sit on your side of the table. This concept is sacred to our firm. We'll roll up our sleeves and go to work on your behalf. Our advice is objective and driven only by what is best for you. With Medallion Wealth Advisors, you will receive honest, thoughtful advice from a partner who knows you and understands your lifestyle, needs and dreams. Our Team of Professionals The MWA Team has vast experience in a number of specific areas, including asset allocation, portfolio management, elder client estate preservation, retirement planning and college funding. To achieve success, you need to coordinate all facets of your financial life, including investments, taxes, insurance, benefits and estate plans. That's where we come in. We put our team of professionals to work on your behalf, while also drawing upon outside resources. Whether it's working directly with your accountant or attorney, or connecting you with one, we'll help you get the best advice in all areas.

Company Details

Employees
7
Founded
-
Address
2 Bridgewater Road,,
Phone
860-967-3032
Email
th****@****lth.com
Industry
Investment Management
NAICS
Other Financial Investment Activities
Portfolio Management
All Other Financial Investment Activities
Trust, Fiduciary, and Custody Activities
Miscellaneous Financial Investment Activities
HQ
Farmington, CT
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