OpenCircle Wealth Partners is a registered investment advisor (RIA) firm with offices in North Haven, CT providing fee-only investment management and advanced planning services to individuals, trusts, charitable organizations, and plan sponsors. In all aspects of our practice, we are fully committed to providing unbiased advice and complete transparency. We work only for our clients and embrace our fiduciary responsibility that requires that we always put client interests first.
Wealth management is based on the idea that very small changes can yield enormous gains in your family’s finances. No gain is more valuable than the act of saving and investing. It is our hope to work with you over the long term, not just to create a sound, comprehensive plan but also to take the time to implement it. This means bringing in the right resources – legal professionals, tax experts, and others – to ensure that all the pieces fit together properly.
We help our clients have restful nights, knowing they have a plan that renders the market’s daily ups and downs irrelevant to their future prosperity.
Collectively, the BAM ALLIANCE manages $27.6 billion in assets for over 17,000 clients as of September 30, 2016.
Every advisor who is part of BAM adheres to the highest legal and ethical standard of practice — the fiduciary standard.
BAM executes key administrative services like billing, finance and account management so we can focus on you.