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TOP Private Wealth

TOP Private Wealth is a Registered Investment Advisor (RIA) based in Glastonbury, CT. Our team of seasoned financial advisors delivers comprehensive financial planning tailored to individuals and families. We specialize in serving pre- and recent retirees with wealth and tax planning needs, focusing on clients with a financial net worth of $1 million to $10 million or more, and/or those with high incomes of $250,000 or more. Our proactive, personalized approach includes regular meetings to assess your financial situation and make necessary adjustments over time. All of our recommendations are holistic, considering each client’s values, goals, and needs.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Advisors at this Office

David Torres-Onisto, CFP®
NAPFA-Registered Financial Advisor
Eric Powers, CFP®, EA
NAPFA-Registered Financial Advisor
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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This Office

703 Hebron Avenue Glastonbury, CT 06033 Phone: (860) 790-7992

Primary Office

703 Hebron Avenue Glastonbury, CT 06033 Phone: (860) 790-7992