Our firm simplifies your complex wealth management and retirement planning needs and delivers straightforward, actionable solutions. We help lift the burden of managing your wealth off your shoulders because we know you’re busy running a business, grading papers or simply enjoying the fruits of your labor.
Virtual Financial Planning that Goes Beyond the Numbers
Our Passion is Serving Our Clients
With the Highest Level of Service
At FinLit Wealth, we consider it our fiduciary duty to always act in the best interest of the client. Our firm was founded upon the principles of improving the lives of our clients through providing fee-based financial planning and the cutting edge tools & technology needed to accomplish your goals.
Beyond building a financial plan that is in your best interest, we strive to build lifelong relationships with our clients. We believe that in order to best serve you, we need to connect with you and your family on a deeper level.
Our Core Values
Simplicity
Integrity
Experience
Partnership
Learn More About Our Designations
With his Accredited Asset Management Specialist® designation, our founder brings the industry’s top insights to his work with helping clients manage their investment portfolios, showing them how to properly manage risk, developing tax-efficient strategies and more.
As an Accredited Investment Fiduciary®, Tyler, is held to one of the highest levels of legal and ethical standards in the industry. As an AIF®, Tyler’s fiduciary duty means he only provides advice he believes to be in your best interest, delivered with an emphasis on client education, personal service and developing financial clarity.
As a Chartered Retirement Planning Counselor®, Tyler is well-equipped to provide pre-retirees and retirees with the roadmap they need to build a solid financial foundation and thrive throughout retirement.
The great glorious masterpiece of man is to know how to live with a purpose.
- Michel de Montaigne
Tyler founded FinLit Wealth after spending 10 years working in the banking, insurance and wealth management industries. He holds FINRA Series 6, 63, 65, and 7 Registrations, Life & Health Insurance License, and the "Accredited Investment Fiduciary", "Accredited Asset Management Specialist" and "Chartered Retirement Planning Counselor" professional designations.
Tyler lives in Bristol, Connecticut with his wife Darian, his son, Micah and rescue boxer, Remi. When not serving clients, Tyler enjoys tinkering around his 100 year old home, playing golf and cheering on Boston sports teams. One of the greatest joys of creating financial freedom is giving back to community through stewarding both time and resources. That’s why Tyler and Darian are deeply involved in their local church, have spent time in the mission field and work with several charitable organizations including:
The charities and organizations mentioned on this website are not affiliated with the Voya family of companies. Any donations to or activities in support of these charities mentioned on this website were made independently and as a personal choice by the advisor and do not reflect an endorsement or support of these charities by Voya Financial, Inc. or its affiliates.
Who We Serve
Fee-Based Wealth Management for the High Net Worth
For your convenience, we’ve made scheduling your financial review meeting easy. Simply select a time that works for you, or give us a call to learn more about how we serve our clients.
02: Stress Test Portfolios & Current Strategy
Once your meeting is scheduled, it's time to complete our Client Profile. We ask that you fill out the profile, gather the documents outlined, and return it to us at least 48 hours before our first meeting.
03: Present Optimized Financial Plan
During our first financial review meeting, we’ll assess your current financial standing, and help answer your most pressing questions. By the end of our time together you’ll feel better prepared to achieve your financial goals and well equipped to begin your journey to achieving financial success.
From the basics of building a budget to formulating a complex estate plan, we want to instill financial confidence through our experience and knowledge. You'll be given your own personal financial website, as well as access to a multitude of resources like our robo-advisor and financial planning software.
Clients of FinLit Wealth have access to some of the top industry-leading tools and technology. Through these portals, you can quickly log-on, view and manage your finances with ease.
Discover Why Partnering with FinLit Wealth Could Be The Key To Your Financial Success
Next Steps
We offer virtual meetings that accommodate your busy schedule. Whether you’re ready to schedule a meeting, or would like to learn more about our planning process, feel free to give us a call or complete the form below.