Wealth Is The Ability To
Fully Experience Life.- Henry David Thoreau
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.
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.
Simplicity
Integrity
Experience
Partnership
P: (860) 761-3311
E: tyler@finlitwealth.com
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.
Risk Management
Investment Strategy
Legacy Planning
Through a detailed analysis, we can help you understand and fully leverage:
Non Qualified Deferred Compensation Plans
Restricted Stock Plans
Incentive Stock Options
Net Unrealized Appreciation
But When It Comes to Retirement, Who's Looking Out For You?
Are you prepared for when your final school bell rings? Together we'll make sure that when you're ready for retirement, your finances will be too.
Our founder, Tyler, has spent years helping educators make sense of their retirement options.
403(b) & 457 Plans
Social Security Claiming Strategies
Pension Projections
Navigating Teachers Retirement System Benefits
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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.
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.
225 North Main Street
Suite 206
Bristol, CT 06010
Phone: (860) 761-3311
Email: Tyler@finlitwealth.com
