About Us

A better way forward

OpenCircle Wealth Partners is an independent, comprehensive wealth management firm. We offer a wide range of financial services, including investment management, planning related to your taxes, retirement and estate. Putting client interests first is not just a catchphrase – it is our legal commitment as a fiduciary.

Our Mission

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.

Comprehensive Wealth Management

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.

Meet the members of OpenCircle Wealth Partners

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Alex Madlener MD, CFP®

Founder, Managing Principal

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Sylvia Van Sinderen

Director of Communications

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William Giaquinto

Principal Consultant

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Dick Hutchinson, CFP®

Senior Consultant

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Andrew Madlener, CFP®

Wealth Advisor

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.

OUR PARTNERSHIP WITH THE BAM ALLIANCE

OpenCircle Wealth Partners is a premier member of the BAM ALLIANCE, a community of investors and advisors who’ve discovered a better way to safeguard financial futures and realize dreams. Working together, we develop comprehensive wealth management plans customized to fit the unique circumstances of every client. The BAM Alliance manages more than $27.6 billion of assets.

Billions in Management

Collectively, the BAM ALLIANCE manages $27.6 billion in assets for over 17,000 clients as of September 30, 2016.

Fiduciary Standard

Every advisor who is part of BAM adheres to the highest legal and ethical standard of practice — the fiduciary standard.

Operations & Support

BAM executes key administrative services like billing, finance and account management so we can focus on you.

We build financial plans based on your hopes and dreams

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